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A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a minimum portfolio size of £500k, with many requiring more complex financial planning advice. You will also be the first point of contact as well as providing technical assistance when required.
Package
- You will receive excellent salary (£35k- £40k) executive benefits, study support and unrivalled internal prospects.
The company
- A regional IFA practices in Cheshire.
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
- Working with external DFMs as required
- Attending client meetings as required
The candidate
- Working towards Dip, but ideally Dip or Chartered status
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.
