A leading national IFA practice are looking for a number of additional paraplanners across the North West with a key focus on the Ellesmere Port and Stockport areas. This will be a hybrid role of 2/3 home/office split with you working on a 2:1 Adviser to paraplanner ratio. The firm are IFA but they do have a wide panel and DFM proposition.

Package

* You will receive excellent salary (£30k- £45k) with study support to achieve Chartered status.

The company

* A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West.

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

* Attending client meetings as required

The candidate

* Ideally Dip Level 4 but will consider qualified by experience

* 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