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