Job Details

Paraplanner/ Senior paraplanner : Chester

Sector:Financial Services

Region : North West England

Location: CH1

Salary: £25,000 up to £35,000 depending on experience

Job Ref.: NV:CHSTRPP01

Job Information

An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the businessí 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 yearsí 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.

This organisation pride themselves in developing staff and keeping their team happy, making this a very friendly environment to be in.
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