Paraplanner- Chester

Paraplanner- Chester

Ferguson Dean Limited | Cheshire, England, UK

Posted 12 days ago

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Description

A leading regional Wealth Management firm are looking to strengthen their Technical team by appointing an additional paraplanner. Joining a core unit of five at present, you will be part of an established, successful team. The firm have an internal academy whereby paraplanners can be put on a path to become an Adviser whilst in their existing role, or logically they are happy for paraplanners to shape their career in the role.

Role will include:

1. Reviewing client portfolios in conjunction with advisers.

2. Undertaking market research to make the best possible recommendations.

3. Writing reports for clients based upon data from the adviser.

4. Attending meetings as required.

5. Studying to reach Diploma and Chartered level as required.