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A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over 1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so you will be working on the full process but not directly aligned to one Adviser.
Package
- You will receive excellent salary (35k- 45k) executive benefits and earnings.
The company
- A leading regional Chartered IFA firm
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
- Liaising with external client partners, such as providers and DFMs as needed
- Attending client meetings as required
The candidate
- Ideally Dip Level 4
- Writing reports and undertaking research.
Next steps
- Contact via email below for confidential discussion and review of opportunity and process
