Financial Planning Assistant

  • Location:

    Chester, Cheshire

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Startdate:


Experienced Financial Planning Assistant/Junior Paraplanner
£18,000 - £25,000

I am pleased to be engaged by a long-standing Chartered IFA practice in the Chester area, in managing the appointment of an additional experienced IFA Administrator due to organic growth within the business. This is a fantastic opportunity to work as a part of a positive and friendly team within a robust, dynamic and successful organisation.

The successful individual will work in collaboration with the firm's competent Paraplanners and Financial Advisers, and play a key role in the provision of top-notch Financial Planning service to both individual and corporate clients.

Previous experience in a similar role within a Financial Planning Practice or a Wealth Management firm is a MUST in order for your application to be considered. Experience of IRESS back office system as well as WRAP Platforms, such as Standard Life, Aviva, Cofunds, Zurich, Aegon, will be advantageous.

In return, apart from a competitive salary and benefits package, full training, guidance and support towards development into a fully-fledged Paraplanner within the business will be provided.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Liverpool on 229 5525 or forward your most recent CV to Alternatively, you can connect with me on LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.