Paraplanner - Wirral - Ferguson Dean

    Ferguson Dean
    Ferguson Dean Wirral

    4 days ago

    £28,000 - £50,000 (GBP) per year *
    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

    #J-18808-Ljbffr
    * This salary range is an estimation made by beBee
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