Paraplanner

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are looking for someone to fill this role. Ideally you will be Dip but this is not essential.PackageYou will receive excellent salary (£40k- £50k) executive benefits and earnings.The companyA national IFA firmRoleUndertaking reviews for clientsPreparation of reports, both from standard paragraphs and free textUndertaking whole of the market researchWorking on a collaborative basis with the rest of the teamKeeping up to date on market positions and global situationsUsing cash flow modelling and lifestyle planning as requiredAttending client meetings as requiredThe candidateIdeally Dip Level 4Experience of working with HNW and UHNW clientsWriting reports and undertaking research.Next stepsContact via email below for confidential discussion and review of opportunity and process