Paraplanner

A leading regional IFA practice are looking for two paraplanners to join them in their Chester office. Working directly with a senior Adviser, the role of the paraplanner will be to actively assist the advisor in research and prepearion of client reports, with a focus on indvidusals in the £250k to £1m space. Full study support will be provided, as well as the opportunity to progress to and Adviser role for the right individual. Package * You will receive excellent salary (£30k- £45k), study support and full benefits suite. 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