Paraplanner

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.

• Excellent salary, study support, defined career path, excellent benefits and pension,

• A national IFA practice

• 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.

• Experienced in paraplanning and technical support.
• Ideally CII Dip or close to.
• Experience of all major software packages and range of platforms/providers.

• Apply with a CV to below email for confidential discussion and review of opportunity and process