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A leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered.
Package
- You will receive excellent salary (£30k-£40k) executive benefits and earnings.
The company
- A leading regional IFA practice in Preston
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
- Dealing with more complex queries such as VCT and EIS, as well as providing guidance to more junior members of the team
- Attending client meetings as required
The candidate
- Ideally Dip Level 4 or working towards Chartered
- 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
