Job Title

A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as IO, Dynamic Planner etc.. but training will be provided as required.PackageExcellent salary, study support, defined career path, excellent benefits and pension,The companyA leading Wealth Management practice who are acquiring retiring client portfolios.The RoleWorking with an Adviser whose firm has been acquired by the practice and providing them with technical support.Providing full paraplanning support.Undertaking research and production of reportsDealing with client queries as requiredAttending team meetings as required, in face or remote.Other duties as required.The candidateExperienced in paraplanning and technical support.Ideally CII Dip or close to.Experience of all major software packages and range of platforms/providers.Next stepsApply with a CV to below email for confidential discussion and review of opportunity and process