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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
