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-the100k-to1m-space-and-are-independent.

Package

• You-will-receive-excellent-salary-(-35k-40k)-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