About the Company
A leading regional Chartered Financial Planning practice are looking for two paraplanners to join their team in Warrington or be home based. This highly successful and instantly recognisable practice are keen to bring on board quality technical staff to provide high level client support. The firm will support you to reach Chartered status and have a clearly defined career path for paraplanners. Working on a one to one basis, you will be assigned to an adviser and acting as their first point of contact.
About the Role
Working directly with a Chartered Adviser who has clients across the North West, in both accumulation and retirement phases. Providing full technical support. Undertaking research and production of reports. Dealing with client queries as required. Attending team meetings as required, in face or remote. Other duties as required.
Responsibilities
* Experienced in paraplanning and technical support.
* Ideally CII Dip or close to.
* Experience of all major software packages and range of platforms/providers.
Qualifications
Education details
Required Skills
Apply with a CV to below email for confidential discussion and review of opportunity and process
Preferred Skills
None specified
Pay range and compensation package
Excellent salary, study support, defined career path, excellent benefits and pension.
Equal Opportunity Statement
Include a statement on commitment to diversity and inclusivity.