Paraplanner

A national IFA practice are looking for two paraplanners to join their Stockport office. They are a rapidly expanding firm with three offices in the UK- Stockport, London and Birmingham . 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 GBP250k 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.