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