Paraplanner
5 days ago
A leading national practice with offices in Bolton and Birmingham are looking for two paraplanners to join them. They work with clients broadly from £150k to £1m, but with no defined upper or lower limits. At present they have a ratio of 1:2 paraplanners to advisers. The role can be 100% remote or based out of one of the offices.
Full support for Chartered and internal progression are on offer.
Package
- You will receive excellent salary (£35k- £47k) executive benefits and earnings.
The company
- A leading national practice.
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
- 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
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