A leading regional IFA practice are looking to recruit a paraplanner to join them in Chester. They are a rapidly expanding firm with three offices across the North West. They are a generalist practice and work with a broad spectrum of clients. You will be working on a work flow basis, not on one to one with a specified Adviser but this could change as the firm continues to expand.
Package
* Excellent salary, study support, defined career path, excellent benefits and pension,
The company
* A regional firm, specialising in holistic independent advice.
The Role
* Working with clients broadly in the £250k plus space but working on a generalist basis, providing full support to the team of Advisers.
* Undertaking research and production of reports
* Dealing with client queries as required
* Attending team meetings as required, in face or remote.
* Being the first point of contact for clients
* Other duties as required.
The candidate
* Experienced in paraplanning and technical support.
* Ideally CII Dip or close to.
* Experience of all major software packages and range of platforms/providers.
Next steps
* Apply with a CV to below email for confidential discussion and review of opportunity and process