Salary: £25,000 - £35,000
North Wales / Chester
Free Parking & Hybrid working after probationary period.
We are really pleased to be working with a successful and growing Financial Services firm who are based on the edge of Chester & North Wales.
The position is open to experienced IFA Administrators working towards the Diploma in Financial Planning and experienced Paraplanners.
The role will involve:
- Directly supporting the IFA’s with technical research
- Producing the suitability reports and cash flow reports
- Research and analysing of technical data
- Working on compliance aspects of the processes
- Monitor client reviews
- Ad hoc projects
- Ideally worked within a Paraplanner position or working towards the position
- Must be Dipfs qualified or working towards the qualification
- Must have worked in a Technical Support / Research Financial Planning position
For more info on this financial services job opportunity please click to apply: