Job Details
Senior Paraplanner
Sector:Financial Services
Region : North West England
Location: Cheshire
Salary:
Job Ref.: SL:SNRPPCHS
Job Information
A well known IFA practice with a strong presence across the North West and an office in the beautiful region of Cheshire are currently looking for a DipFA qualified and technically minded paraplanner.The successful candidate will have skills in:
• Suitability report writing, quotations, valuations, client packs and a sound understanding of niche Financial Planning products
• Experience supporting an IFA on a technical level, with a competent knowledge of compliance and FCA regulation
• Strong IT literacy with experience using systems such as XPLAN/Intelligent Office/Adviser Office (First/Avelo)
• A professional and polished demeanour, able to confidently liaise with UHNW clients, providers and internal stakeholders
• DipFA qualified is ideal, however some progress towards this would be considered
This is a fantastic role to work for a firm paying highly competitive salaries, bonuses and with full support and progression opportunities.
If you fit the above criteria, please apply within.