A national wealth management firm are on the lookout for a diploma qualified Paraplanner to join their busy team.

Reporting to the Chester Office, this role will be a home-base contract but with the expectation of being available to visit the office twice a month, and so the successful candidate needs to be commutable to the Chester office.

Working directly with 1 Financial Planner and 1 Administrator, responsibilities include;

• Prepare draft recommendation reports to be discussed and signed off by the Advisor
• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Advisor.
• Request and review all necessary information and undertake financial analysis to produce financial reports.
• Undertake research to identify suitable solutions to meet the client's needs.

The role will offer exposure to HNW value clients and also demonstrates a pathway to progress in to an Advisor role, should that be your career aspiration.

Support for further qualifications are also available.

The successful candidate

• Level 4 diploma qualified
• Recent and relevant experience within a Paraplanning capacity
• A self-starter and strong communicator

For more information please contact Graeme Hyland on 07896 9336223 or email graeme.hyland@idexconsulting.com

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