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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
