A leading regional IFA practice is looking for two paraplanners to join them in their Chester office. Working directly with a senior adviser, the role of the paraplanner will be to actively assist the advisor in research and preparation of client reports, with a focus on individuals in the £250k to £1m space.
Full study support will be provided, as well as the opportunity to progress to an adviser role for the right individual.
Package
* You will receive an excellent salary (£30k - £45k), study support, and a full benefits suite.
The Company
* A rapidly expanding regional IFA practice, looking to increase their presence and footprint 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 a confidential discussion and review of the opportunity and process.
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