Paraplanner

5 days ago


Salford UK, Greater Manchester, United Kingdom Ferguson Dean Full time

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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