Paraplaner

A leading national IFA practice are looking for a number of additional paraplanners across the North West with a key focus on the Ellesmere Port and Stockport areas. This will be a hybrid role of 2/3 home/office split with you working on a 2:1 Adviser to paraplanner ratio. The firm are IFA but they do have a wide panel and DFM proposition. Package * You will receive excellent salary (£30k- £45k) with study support to achieve Chartered status. The company * A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West. 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 but will consider qualified by experience * 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