Paraplanner

A leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You will receive support for both Diploma and Chartered if not achieved already.PackageYou will receive excellent salary (£35k £45k) executive benefits and earnings.The companyA leading national IFA practice.RoleUndertaking 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 requiredWorking with the other teams as needed.Attending client meetings as required.Working with Personal Injury clients, preparing periodic payment reports, pre and post settlement work and liaising with legal practices. The candidateIdeally Dip Level 4Experience of working with HNW and UHNW clientsWriting reports and undertaking research.Working with Personal Injury clients.Next stepsContact via email below for confidential discussion and review of opportunity and process