Job Details
Para planner/ Senior paraplanner- Chester
Sector:Financial Services
Region : North West England
Location: Chester
Salary:
Job Ref.: NV:CHSTR01
Job Information
An opportunity has arisen for a large national IFA Firm looking to expand due to the nature of the business’ exposure.The position is based in Chester and will involve working closely with Financial Advisors.
Person Specification
• Diploma qualified or close to attaining DipFA/DipPFS status
• Minimum of 3 years’ experience of being a para planner at a Chartered Wealth Management practice
• Experience in writing technical suitability reports and conducting high quality fund research
• Experience using either Adviser Office (Avelo) or XPLAN and with a strong knowledge of provider WRAP platforms
• Providing extensive administrative and technical support to the advisors
• Excellent communicator, organized, knowledgeable and technically minded.
Due to the expansion of the business there is a massive opportunity to progress to advisor level whilst giving the support along the journey.
A comprehensive package is on offer with this role starting at £25,000 up to £35,000 depending on experience.
If you are interested and have relevant experience please apply within and one of our consultants will be in touch.