A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of 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 who are 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 face 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 range of platforms/providers.