Paraplanner

An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team.
Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm.
They work with clients in the £100k to £1m space and are independent.
PackageYou will receive excellent salary (£35k- £45k) executive benefits and earnings.The companyA leading national practice.RoleUndertaking reviews for clientsPreparation of reports, both from standard paragraphs and free textUndertaking whole of the market researchWorking on a collaborative basis with the rest of the teamKeeping up to date on market positions and global situationsUsing cash flow modelling and lifestyle planning as requiredAttending client meetings as requiredThe candidateDip Level 4Experience of working with HNW and UHNW clientsWriting reports and undertaking research.Next stepsContact via email below for confidential discussion and review of opportunity and process