Paraplanner

Ferguson Dean

Marlborough

A leading national Financial Planning practice are looking for a paraplanner to join their team in Marlborough. They are the main Southern office for the firm and as a result the flagship for the firm. Working on a bank of paraplanners, they are able to offer a route to Adviser with the firm over an agreed time frame. They will fully support you to achieve Diploma and Chartered status.

Package
• Excellent salary, study support, defined career path, excellent benefits and pension,

The company
• A leading national Financial Planning firm.

The Role
• Working with a team of paraplanners supporting Advisers across the South
• Providing full technical support
• Undertaking research and production of reports
• Dealing with client queries as required
• Attending team meetings as required, in face or remote.
• Other duties as required.

The candidate
• Experienced in paraplanning and technical support.
• Ideally CII Dip or close to.
• Experience of all major software packages and range of... More Detail

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