Paraplanner

3 weeks ago

Manchester, United Kingdom Ferguson Dean Limited Full time
A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and EIS matters as well as giving guidance and support to more junior members of the paraplanning team. They will provide full study support for Diploma and Chartered status.

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
Package
You will receive excellent salary (£40k- £50k) executive benefits and earnings.
The company
A leading regional IFA practice in Manchester
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
Dealing with more complex queries such as VCT and EIS, as well as providing guidance to more junior members of the team
Attending client meetings as required
The candidate
Ideally Dip Level 4 or working towards Chartered
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

TPBN1_UKTJ

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