Paraplanner

A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic Planner etc.. but training will be provided as required.

Package

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

The company

• A leading Wealth Management practice who are acquiring retiring client portfolios.

The Role

• Working with an Adviser whose firm has been acquired by the practice and providing them with technical support.
• Providing full paraplanning 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.