A leading national IFA practice are looking for a paraplanner to join their Bury office. The firm are a generalist IFA practice but with a number of specialist teams. You will be working with a paraplanning team of four paraplanners and supporting Advisers in Manchester and London. Experience of the PICOP market would be ideal, but is not essential. You will receive support for both Diploma and Chartered if not achieved already.

Package

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

The company

A leading national IFA practice.

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
Working with the other teams as needed.
Attending client meetings as required.
Working with Personal Injury clients, preparing periodic payment reports, pre and post settlement work and liaising with legal practices.

The candidate

Ideally Dip Level 4
Experience of working with HNW and UHNW clients
Writing reports and undertaking research.
Working with Personal Injury clients.

Next steps

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

Ferguson Dean

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Paraplanner