Chartered Paraplanner

Posted 8 July by Ferguson Dean Limited
Easy Apply
£45,000 - £60,000 per annum
Alderley Edge , Cheshire
Permanent, full-time
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Posted by Ferguson Dean Limited

A regional Charteted Financial Planning practice in Alderley Edge are looking for a Chartered Parpalanner to join their team. They work with clients in the £500k plus space as a minmum, using cash flow modelling and fee based solutions for clients. Paraplanners are also client facing, giving you increased exposure to the financial planning process.

Package

  • You will receive excellent salary (£45k- £60k) executive benefits and earnings.

The company

  • A regional Charrtered Financial Planning firm

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

  • Minimum of one paper from 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

Reference: 53041506

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