HNW Paraplanner

7 days ago


Preston, Lancashire, United Kingdom Ferguson Dean Full time
About the Role

We are a well-established national practice, recruiting a highly skilled paraplanner to join our team. This role presents a fantastic opportunity for an experienced professional to take on new challenges and responsibilities.

Salary and Benefits

  • The successful candidate can expect an excellent salary of £35,000 - £45,000 per annum.

About Our Practice

  • We are a leading provider of financial services, offering a comprehensive range of solutions to our clients.

Responsibilities

  • Undertaking in-depth reviews of clients' financial situations.
  • Preparing detailed reports and recommendations.
  • Conducting thorough market research to inform our advice.
  • Collaborating with colleagues to deliver exceptional service.
  • Staying up to date with market developments and global trends.
  • Using advanced tools, such as cash flow modelling and lifestyle planning, to enhance our services.
  • Representing our practice at client meetings, as required.

Requirements

  • Degree or Dip Level 4 qualification in a relevant field.
  • Proven experience working with high net worth individuals.
  • Exceptional writing and communication skills.

What's Next

  • If you're a motivated and experienced professional looking for a new challenge, we'd love to hear from you.


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