Paraplanner

vor 4 Wochen

Gold Coast, Österreich Tideri Jobbörse Vollzeit

Ferguson Dean – Southport, Borough of Sefton
A long established, successful Wealth Management firm in Southport is looking for a paraplanner to join their team.
The practice has recently purchased a local firm in the region and is looking to add technical expertise to grow their existing team.
With a focus on HNW and UHNW clients, you will have experience with 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 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 person 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 a range of platforms/providers.
Next steps: Apply with a CV to the email below for a confidential discussion and review of opportunity and process.

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