Paraplanner

A leading regional IFA practice are looking for two paraplanners to join them in their Chester office. Working directly with a senior Adviser, the role of the paraplanner will be to actively assist the advisor in research and prepearion of client reports, with a focus on indvidusals in the �250k to �1m space.�

Full study support will be provided, as well as the opportunity to progress to and Adviser role for the right individual.

Package

• You will receive excellent salary (�30k- �45k), study support and full benefits suite.�

The company

• A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West.

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

• Ideally Dip Level 4 but will consider qualified by experience


• 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