Paraplanner

Ferguson Dean • Preston, ENG, United Kingdom • 12h ago

Job Description

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 the £100k to £1m space and are independent.

Package

You will receive excellent salary (£35k- £45k) 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

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