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Paraplanner

Wirral
Ferguson Dean
Posted: 9h ago
Offer description

A leading national IFA practice are looking to recruit a paraplanner to join them in their Wirral office. This multi office firm are going through a period of rapid growth and have a defined career path in place to move into advice. 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. Package Excellent salary, study support, defined career path, excellent benefits and pension, The company A national IFA practice 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

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