Paraplaner

A leading national IFA practice are looking for a number of additional paraplanners across the North West with a key focus on the Ellesmere Port and Stockport areas. This will be a hybrid role of 2 / 3 home / office split with you working on a 2 : 1 Adviser to paraplanner ratio. The firm are IFA but they do have a wide panel and DFM proposition.Package

• You will receive excellent salary (£30k- £45k) with study support to achieve Chartered status.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 requiredThe candidate
• Ideally Dip Level 4 but will consider qualified by experience
• 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