Paraplanner

2 months ago

Sale, United Kingdom Ferguson Dean Full time

A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in addition to a share holding for the right individual.


Package


  • You will receive excellent salary (£30k- £40k) executive benefits and share options.


The company


  • A rapidly expanding regional practice.


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

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