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Paraplanner

Ferguson DeanStockport, England, United Kingdom

30+ days ago

Job type

Full-time

Job description

1 week ago Be among the first 25 applicants

This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Ferguson Dean

A Chartered IFA practice are looking to recruit an additional paraplanner to join their team in Stockport. They have been established for almost 30 years and are quite rightly proud of their Chartered status. They have over £1bn in AUM and are keen to bring on top talent to further grow the firm. Paraplanners work on a grouped basis with pods of Advisers so you will be working on the full process but not directly aligned to one Adviser.

Package

You will receive excellent salary (£35k- £45k) executive benefits and earnings.

The company

A leading regional Chartered IFA firm

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

Liaising with external client partners, such as providers and DFMs as needed

Attending client meetings as required

The candidate

Ideally Dip Level 4

Writing reports and undertaking research.

Next steps

Contact via email below for confidential discussion and review of opportunity and process

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

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Paraplanner • Stockport, England, United Kingdom

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