Paraplanning Expert for HNW Clients

2 weeks ago


Preston, Lancashire, United Kingdom Ferguson Dean Full time
Job Description

We are seeking an experienced Paraplanner to support our Advisers in delivering high-quality services to High Net Worth clients.

Key Responsibilities:

  • Undertake reviews and provide recommendations for clients.
  • Prepare reports and proposals using cash flow modelling and lifestyle planning.
  • Conduct whole of the market research and provide independent advice.
  • Collaborate with the team to deliver exceptional client outcomes.
  • Stay up-to-date with market positions and global situations.

Requirements:

  • Dip Level 4 qualification.
  • Experience working with HNW clients and writing reports.


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