Job Description
AleadingnationalIFApracticearelookingforanumberofadditionalparaplannersacrosstheNorthWestwithakeyfocusontheEllesmerePortandStockportareas. Thiswillbeahybridroleof2/3home/officesplitwithyouworkingona2:1Advisertoparaplannerratio.ThefirmareIFAbuttheydohaveawidepanelandDFMproposition.
Package
* Youwillreceiveexcellentsalary(£30k-£45k)withstudysupporttoachieveCharteredstatus.
Thecompany
* ArapidlyexpandingregionalIFApractice,lookingtoincreasetheirpresenceandfootprintacrosstheNorthWest.
Role
* Undertakingreviewsforclients
* Preparationofreports,bothfromstandardparagraphsandfreetext
* Undertakingwholeofthemarketresearch
* Workingonacollaborativebasiswiththerestoftheteam
* Keepinguptodateonmarketpositionsandglobalsituations
* Usingcashflowmodellingandlifestyleplanningasrequired
* Attendingclientmeetingsasrequired
Thecandidate
* IdeallyDipLevel4butwillconsiderqualifiedbyexperience
* ExperienceofworkingwithHNWandUHNWclients
* Writingreportsandundertakingresearch.
Nextsteps
* Contactviaemailbelowforconfidentialdiscussionandreviewofopportunityandprocess
JBRP1_UKTJ