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A rapidly expanding regional IFA firm in Liverpool are looking to recruit an additional paraplanner. The firm have offices throughout the North West, with the ability to work out of either Cumbria or Cheshire, as well as the option to be completely remote based. They are able to offer the opportunity to move into management as well as compliance for the right candidate, as well as moving into a position of further seniority. The firm are independent and have a combination of salaried and self employed advisers.
Package
- You will receive excellent salary (30k- 45k) executive benefits and share options.
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.
