Enable job alerts via email!
Paraplanner
Ferguson Dean
Burnley
On-site
GBP 35,000 - 45,000
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
Job summary
An established industry player in Financial Planning is seeking a skilled paraplanner to enhance their team. This role involves supporting advisers by conducting client reviews, preparing comprehensive reports, and performing extensive market research. You will engage with high-net-worth clients, utilizing cash flow modelling and lifestyle planning techniques. The company offers a competitive salary package along with executive benefits, making it an attractive opportunity for professionals looking to advance in a supportive environment. Join a forward-thinking team that values collaboration and client-centric service.
Qualifications
- Experience with high-net-worth clients is essential.
- Strong report writing and research capabilities are required.
Responsibilities
- Conduct client reviews and prepare detailed reports.
- Perform market research and attend client meetings.
Skills
Research Skills
Report Writing
Client Management
Cash Flow Modelling
Education
Diploma Level 4
Job description
An instantly recognisable name in the Financial Planning sector is looking to recruit an additional paraplanner to join their team. Being part of a 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 an 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 a confidential discussion and review of opportunity and process.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
Similar jobs
Paraplanner- Fully Home Based
Only for registered members
Glasgow
Remote
GBP 30,000 - 50,000
Paraplanner - London, England, United Kingdom - Evelyn Partners Limited
Only for registered members
London
Remote
GBP 30,000 - 60,000
Remote Paraplanner
Only for registered members
London
Remote
GBP 30,000 - 60,000
Paraplanner - Part-time
Only for registered members
Stockton-on-Tees
Remote
GBP 30,000 - 45,000
Paraplanner
Only for registered members
Liverpool
Hybrid
GBP 35,000 - 40,000
Paraplanner
Only for registered members
Liverpool
On-site
GBP 30,000 - 50,000
job faster
