Paraplanner

A major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k 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-£45k) executive benefits and earnings.

The company

• A leading regional IFA practice in Altrincham

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