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Permanent

Paraplanner

Knutsford
money-bag £30000 - £45000/annum OTE £100000
Posted Yesterday

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

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