Paraplanner

A Chartered Financial Planning firm in Altrincham are looking for a remote or hybrid paraplanner to join their team. They have been established for over 15 years now and have almost 1bn in AUM, with a fullly developed paraplanning function and team. There is the potential for the right indivdidual to move into an Advice role in the future.

Package

• You will receive excellent salary (35k- 45k) and executive benefits

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
• Use of Voyant and Cashcalc

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.