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Paraplanner

2 months ago

Knutsford, United Kingdom Ferguson Dean Full time

A Chartered IFA firm in Knutsford are looking to bring on board an additional paraplanner. They presently have six advisers and five paraplanner and due to growth are looking to move to a 1:1 ratio. They are private client focused and work with clients primarily in the £250k to £1m space. The firm provide full support to achieve Chartered status and would assist in attaining Dip if you are not there yet but they would require someone to be no more than one paper away at present. There is also the potential to move into a trainee adviser role for the right individual.


Package


  • You will receive excellent salary (£35k- £42k) executive benefits and earnings.


The company


  • A leading regional Chartered firm.


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


  • Dip Level 4
  • 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