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Paraplanner

Ellesmere Port
£45,000 a year
Posted: 19h ago
Offer description

AleadingnationalIFApracticearelookingforanumberofadditionalparaplannersacrosstheNorthWestwithakeyfocusontheEllesmerePortandStockportareas. Thiswillbeahybridroleof2/3home/officesplitwithyouworkingona2:1Advisertoparaplannerratio.ThefirmareIFAbuttheydohaveawidepanelandDFMproposition. Package Youwillreceiveexcellentsalary(£30k-£45k)withstudysupporttoachieveCharteredstatus. Thecompany ArapidlyexpandingregionalIFApractice,lookingtoincreasetheirpresenceandfootprintacrosstheNorthWest. Role Undertakingreviewsforclients Preparationofreports,bothfromstandardparagraphsandfreetext Undertakingwholeofthemarketresearch Workingonacollaborativebasiswiththerestoftheteam Keepinguptodateonmarketpositionsandglobalsituations Usingcashflowmodellingandlifestyleplanningasrequired Attendingclientmeetingsasrequired Thecandidate IdeallyDipLevel4butwillconsiderqualifiedbyexperience ExperienceofworkingwithHNWandUHNWclients Writingreportsandundertakingresearch. Nextsteps Contactviaemailbelowforconfidentialdiscussionandreviewofopportunityandprocess

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