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.

• Seniority Level

  Not Applicable

• Industry

  • Financial Services

• Employment Type

  Full-time

• Job Functions

  • Finance

• Skills

  • Research Skills
  • Retirement
  • Customer Support
  • Financial Planning
  • Technical Support
  • Employee Benefit