Paraplanner

Job DescriptionA leading national IFA practice are looking to recruit a paraplanner to join them in their Wirral office. This multi office firm are going through a period of rapid growth and have a defined career path in place to move into advice. 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.PackageExcellent salary, study support, defined career path, excellent benefits and pension,The companyA national IFA practice The RoleWorking 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 reportsDealing with client queries as requiredAttending team meetings as required, in face or remote.Being the first point of contact for clients Other duties as required.The candidateExperienced in paraplanning and technical support.Ideally CII Dip or close to.Experience of all major software packages and range of platforms/providers.Next stepsApply with a CV to below email for confidential discussion and review of opportunity and process

Created: 2025-06-23