Job Description
A rapidly expanding regional IFA firm in Manchester are looking to recruit an additional paraplanner. With seven advisers and impressive plans for growth, there is an unrivalled opportunity to join a firm that has been around for five years and is looking to position itself as a market leader. They operate with HNW and UHNW clients and as such you will be exposed to more complex client matters.
Package
* You will receive excellent salary (£30k- £55k, depending on qualifications) and executive benefits.
The company
* A rapidly expanding regional practice.
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
* 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