Paraplanner

An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are independent. Package You will receive excellent salary (£35k- £45k) executive benefits and earnings. The company A leading national 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 Attending client meetings as required The candidate Dip Level 4 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

Location: Preston, GB

Posted Date: 1/13/2025