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Wilmslow, United Kingdom Ferguson Dean Full timeAbout the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...
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Wilmslow, United Kingdom Ferguson Dean Full timeAbout the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...
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Paraplanner
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Wilmslow, United Kingdom Ferguson Dean Full timeAbout the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...
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Wilmslow, United Kingdom Ferguson Dean Full timeAbout the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...
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Paraplanner
1 month ago
Wilmslow, United Kingdom Ferguson Dean Full timeAbout the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...
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Wilmslow, United Kingdom Bond Rec Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...
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Wilmslow, United Kingdom Bond Rec Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...
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Paraplanner
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Wilmslow, United Kingdom Bond Rec Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...
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2 weeks ago
Wilmslow, United Kingdom Bond Rec Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.The role of the Paraplanner is to support the Financial Planners and other staff when...
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Paraplanner
2 weeks ago
Wilmslow, United Kingdom Bond Rec Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.The role of the Paraplanner is to support the Financial Planners and other staff when...
Paraplanner
3 months ago
A regional IFA firm are looking to recruit an additional paraplanner to join their team in Wilmslow. They have three offices in the North West, and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working with more complex matters. The firm offer defined career paths, whether that be to senior roles or into Advice. Ideally you will be Chartered but minimum is Diploma.
Package
- You will receive excellent salary (£40k- £50k) executive benefits and earnings.
The company
- A three office, regional Advice firm in their Wilmslow office.
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
- Minimum Dip, ideally Chartered or working towards
- 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
