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Paraplanner

2 months ago

Accrington Lancashire, United Kingdom Ferguson Dean Full time

The regional office of a leading National Financial Planning firm are looking to appoint a paraplanner to join their team. This is a hybrid role, split between the office and WFH. The office has five Advisers at present but have the funds to acquire other practices in the region, meaning there is ample scope for further growth in the practice.

Full support for Chartered and internal progression are on offer.

Package

  • You will receive excellent salary (£35k- £55k) executive benefits and earnings.

The company

  • The regional office of a leading national firm.

Role

  • Undertaking reviews for clients
  • Preparation of reports, both from standard paragraphs and free text
  • Undertaking 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 CII 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