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- Excellent salary, study support, defined career path, excellent benefits and pension,
- A Chartered Financial Planning practice.
- Working directly with a Chartered Adviser who has clients across the Staffordshire region,
- 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.
- 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
Paraplanner - Stoke-on-Trent, United Kingdom - Ferguson Dean
Description
A leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to expand their technical support team. Working on a one to one basis, you will be assigned to an adviser and acting as their first point of contact.
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