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Stockport, Cheshire

Salary: £30,000 - £40,000

Hybrid working and flexible hours.

We are really pleased to be working with a successful and growing Wealth Management firm who are based in Stockport, Cheshire.

This Financial Services firm offer hybrid working and flexible working hours. The position is open to experienced IFA Administrators working towards the Diploma and experienced Paraplanners. 

You will be provided with career development and will invest in your future financial planning qualifications.

The role will involve:

  • Directly supporting the IFA’s with technical research on holistic financial planning.
  • 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 Wealth Management position
  • Ideally worked on the software packages above.

For more info on this Stockport based opportunity please click to apply:

18 April 2024
Financial Planning
Greater Manchester, Stockport
Salary: £30,000 - £40,000, Hybrid working and flexible hours.