Financial Planning Paraplanner

3 weeks ago


Preston, Lancashire, United Kingdom Ferguson Dean Full time

Overview

A prominent name in the Financial Advisory sector is seeking to expand its team by hiring an additional paraplanner. As part of a larger organization, this firm benefits from substantial financial backing and is looking for a dedicated professional to assist the Adviser. They cater to clients with assets ranging from £100k to £1m and pride themselves on their independence.

Compensation Package

  • Attractive salary range (£35k - £45k) along with executive benefits and potential earnings.

About the Company

  • A well-established national practice known for its excellence.

Key Responsibilities

  • Conducting comprehensive reviews for clients.
  • Preparing detailed reports utilizing both standard paragraphs and customized text.
  • Performing extensive market research across the entire financial landscape.
  • Collaborating effectively with team members.
  • Staying informed on market trends and global economic conditions.
  • Employing cash flow modeling and lifestyle planning techniques as necessary.
  • Participating in client meetings as required.

Candidate Profile

  • Possession of Dip Level 4 qualification.
  • Experience in servicing High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
  • Proficient in report writing and conducting thorough research.

Next Steps

  • For a confidential discussion regarding this opportunity, please reach out via the provided contact method.


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