- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 16 hours ago
- Work mode
- Work from home
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Job description
About the Company
A prominent regional Independent Financial Adviser (IFA) firm with three offices in the North West, known for providing comprehensive independent financial advice.
Role Overview
The paraplanner will support a diverse client base, mainly those with assets around £250,000 or more. The role operates on a workflow system rather than dedicated one-to-one adviser relationships, though this may evolve with company growth.
Key Responsibilities
- Assist advisers by producing research and detailed reports.
- Handle client inquiries when necessary.
- Participate in team meetings, either remotely or in-person.
- Serve as the initial contact point for clients.
- Perform additional tasks as assigned.
Candidate Profile
- Proven experience in paraplanning and offering technical support within financial services.
- Ideally holding the Chartered Insurance Institute Diploma (CII Dip) or near completion.
- Familiarity with major financial software and various platforms and providers.
Benefits and Package
- Competitive salary.
- Support for professional studies.
- Clearly defined career progression path.
- Excellent employee benefits and pension scheme.
Industry
Financial Services