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| Job Location | Southport |
| Education | Not Mentioned |
| Salary | 30,000 - 45,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
A leading regional Wealth Management firm are looking to strengthen their Technical team by appointing an additional paraplanner to join their team in Southport. They are a Chartered, award winning firm with a reputation in the region of working with HNWand UHNW clients. With the option to work from home or in the office, you will be working with the existing team of paraplanners and supporting four advisers.Role will include:1. Reviewing client portfolios in conjunction with advisers.2. Undertaking market research to make the best possible recommendations.3. Writing reports for clients based upon data from the adviser.4. Attending meetings as required.5. Studying to reach Diploma and Chartered level as required.