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A rapidly expanding regional IFA firm in Manchester are looking to recruit an additional paraplanner. With seven advisers and impressive plans for growth, there is an unrivalled opportunity to join a firm that has been around for five years and is looking to position itself as a market leader. They operate with HNW and UHNW clients and as such you will be exposed to more complex client matters.
Package
- You will receive excellent salary (£30k- £55k, depending on qualifications) and executive benefits.
The company
- A rapidly expanding regional 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.
