Paraplanner

A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanners to join their team. They are based in Birmingham but are looking for home based paraplanners. With over 30 Advisers throughout the UK, they have a dedicated technical team that support advisers on a workflow basis.

Package

• You will receive excellent salary (£40k- £50k) executive benefits and earnings.

The company

• A national 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
• Attending client meetings as required

The candidate

• Ideally Dip Level 4
• Experience of working with HNW and UHNW clients
• Writing reports and undertaking research.

Next steps

• Contact via email below for confidential discussion and review of opportunity and process