Paraplanner - Stoke-on-Trent, United Kingdom - Ferguson Dean

Description

Job 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.

Package

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

The company

• A Chartered Financial Planning practice.

The Role

• 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.

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