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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

Ideal candidate:

  • 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:

6 September 2023
Financial Planning
Wales, Deeside
Salary: £25,000 - £35,000 with free parking & Hybrid working after probationary period.