Paraplanner

Ferguson Dean; Alderley Edge; In loco; GBP 40.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

Executive benefits

Descrizione del lavoro

Ferguson Dean in Alderley Edge is seeking a paraplanner to join their regional IFA team. You will provide technical assistance to advisers and prepare reports from standard paragraphs and free text.

Most clients have £1m+ in portfolios, requiring you to perform market research, cash flow modelling and lifestyle planning, and to attend client meetings as needed, in collaboration with the team.

Competenze

• Dip required, ideally Chartered or working towards.
• Experience with HNW and UHNW clients.
• Writing reports and undertaking research.

Mansioni

• 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.

Conoscenze

Paraplanning

Report writing

Financial research

Cash flow modelling

Lifestyle planning

Client meetings

Team collaboration

Market awareness

Formazione

Diploma

Chartered or working towards

Descrizione del lavoro

A regional IFA firm are looking to recruit an additional paraplanner to join their team in Alderley Edge . They have two offices in the region and whilst you will be working with an Adviser in the office you will provide technical assistance generally as required. Most clients have £1m plus with the firm in portfolios and as such you will be working with more complex matters. The firm offer defined career paths, whether that be to senior roles or into Advice. Ideally you will be Chartered but minimum is Diploma.

Package

• You will receive excellent salary (£40k- £50k) executive benefits and earnings.

The company

• A leading regional Advice firm in their Alderley Edge office.

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 Dip, ideally Chartered or working towards
• Experience of working with HNW and UHNW clients
• Writing reports and undertaking research.