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