Paraplanner-Manchester

A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a minimum portfolio size of £500k, with many requiring more complex financial planning advice. You will also be the first point of contact as well as providing technical assistance when required.
Package
You will receive excellent salary (£35k- £40k) executive benefits, study support and unrivalled internal prospects. The company
A regional IFA practices in Cheshire. 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 Working with external DFMs as required Attending client meetings as required The candidate
Working towards Dip, but ideally Dip or Chartered status 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