Paraplanner

Ferguson Dean; Manchester; On-site; GBP 30,000 - 55,000; Full time

Job summary

A rapidly expanding IFA firm in Manchester seeks a paraplanner to join their team. Responsibilities include conducting client reviews, preparing reports, and leveraging research for HNW clients. This position offers a competitive salary and executive benefits as the firm aims to position itself as a market leader.

Benefits

Executive benefits

Qualifications

• Experience with HNW and UHNW clients required.
• Strong writing and research skills necessary.

Responsibilities

• Undertake client reviews and preparation of reports.
• Conduct whole market research and collaborate with the team.
• Keep up-to-date on market positions and situations.

Skills

Client Review

Report Writing

Market Research

Cash Flow Modelling

Job description

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This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Ferguson Dean

A rapidly expanding regional IFA firm in Manchester are looking to recruit an additional paraplanner. With seven advisers and impressive plans for growth, there is an unrivalled opportunity to join a firm that has been around for five years and is looking to position itself as a market leader. They operate with HNW and UHNW clients and as such you will be exposed to more complex client matters.

Package

• You will receive excellent salary (£30k- £55k, depending on qualifications) and executive benefits.

The company

• A rapidly expanding regional 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

• 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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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