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Paraplanner

2 months ago

Knutsford, United Kingdom Ferguson Dean Full time

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are looking for someone to fill this role. Ideally you will be Dip but this is not essential.



Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

Package


  • You will receive excellent salary (£40k- £50k) executive benefits and earnings.


The company


  • A national IFA 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


  • Ideally 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