A regional IFA practice in Liverpool are looking to add a paraplanner to their Client Management team. With offices in Liverpool and Chester, they are fully committed to staff development, and offer internal opportunities for both seniority and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)
Package
- You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects.
The company
- A regional IFA practices, with two offices in the Merseyside/Cheshire regions.
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 external DFMs as required
- Attending client meetings as required
The candidate
- Diploma Level 4 as a minimum, ideally 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