At a Glance
- Tasks: Support financial advisers by researching and producing reports for clients.
- Company: A rapidly expanding IFA practice with a collaborative culture in Chester.
- Benefits: Excellent salary, study support, defined career path, and pension.
- Other info: Opportunity to work with diverse clients and grow your career.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and technical support; CII Dip preferred.
The predicted salary is between 30000 - 40000 £ per year.
A leading regional IFA practice are looking to recruit a paraplanner to join them in Chester.
They are a rapidly expanding firm with three offices across the North West.
They are a generalist practice and work with a broad spectrum of clients.
You will be working on a work flow basis, not on one to one with a specified Adviser but this could change as the firm continues to expand.
Package
- Excellent salary, study support, defined career path, excellent benefits and pension
- The company
- A regional firm, specialising in holistic independent advice.
The Role
- Working with clients broadly in the £250k plus space but working on a generalist basis, providing full support to the team of Advisers.
- Undertaking research and production of reports
- Dealing with client queries as required
- Attending team meetings as required, in face or remote.
- Being the first point of contact for clients
- 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 range of platforms/providers.
- #J-18808-Ljbffr
Paraplanner in Chester employer: Ferguson Dean
Ferguson Dean is an outstanding employer, offering a dynamic work culture in Carlisle that prioritises employee growth and development. With competitive salaries and executive benefits, the company fosters a supportive environment where advisors can thrive while managing high-net-worth portfolios. This role not only provides full technical support but also encourages proactive client management, making it an ideal opportunity for those looking to advance their careers in financial advisory.
