Posted by Ferguson Dean Limited • £30K/yr to £40K/yr
A long established, successful Wealth Management firm in Southport are looking for a paraplanner to join their 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.
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.