Paraplanner

Salary: £30,000 - £36,000

Deeside, Flintshire

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

The Paraplanner position is open to experienced IFA Administrators working towards the Diploma 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

You will be working on various industry software i.e. FE Analytics, Voyant and Defaqto, so if have experience in these packages that would be ideal.

Ideal candidate:

• Ideally worked within a Paraplanner position or working towards the position
• Ideall be Dipfs qualified or working towards the qualification
• Ideally worked on the software packages above.

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