A leading national IFA practice are looking for a number of additional paraplanners across the North West with a key focus on the Ellesmere Port and Stockport areas. This will be a hybrid role of 2/3 home/office split with you working on a 2:1 Adviser to paraplanner ratio. The firm are IFA but they do have a wide panel and DFM proposition.
Package
* You will receive excellent salary (£30k- £45k) with study support to achieve Chartered status.
The company
* A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West.
Role
* Undertaking reviews for clients
* Preparation of reports, both from standard paragraphs and free text
* Undertaking whole of the market research
* Working on a collaborative basis with the rest of the team
* Keeping up to date on market positions and global situations
* Using cash flow modelling and lifestyle planning as required
* Attending client meetings as required
The candidate
* Ideally Dip Level 4 but will consider qualified by experience
* Experience of working with HNW and UHNW clients
* Writing reports and undertaking research.
Next steps
* Contact via email below for confidential discussion and review of opportunity and process...