A Chartered Financial Planning firm in Altrincham is looking for a remote or hybrid paraplanner to join their team. They have been established for over 15 years now and have almost £1bn in AUM, with a fully developed paraplanning function and team. There is the potential for the right individual to move into an Advice role in the future.
Package
You will receive an excellent salary (£35k- £45k) and executive benefits.
The Company
A rapidly expanding regional IFA practice, looking to increase their presence and footprint across the North West.
Role
1. Undertaking reviews for clients
2. Preparation of reports, both from standard paragraphs and free text
3. Undertaking whole of the market research
4. Working on a collaborative basis with the rest of the team
5. Keeping up to date on market positions and global situations
6. Using cash flow modelling and lifestyle planning as required
7. Attending client meetings as required
8. Use of Voyant and Cashcalc
The Candidate
1. Ideally Dip Level 4 but will consider qualified by experience
2. Experience of working with HNW and UHNW clients
3. Writing reports and undertaking research
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