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
