My Client is currently looking for an experienced Senior Paraplanner to join their team in West Lancashire.
A wealth management practice that has a team of fee-based private client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors. The Adviser works with a range of millionaires, entrepreneurs and wealth professionals with the majority of the meetings taking place in the office.
•Responsible for providing a comprehensive support service to the Directors & Chartered Financial Planners
•Providing a high quality paraplanning service to the Advisors, working closely with the administration team to ensure that clients are receiving support of the highest quality
•Produce cash flow modelling plans, bespoke reports and high quality letters of recommendations
•Attend client meeting when required
•Able to demonstrate a background of providing high level technical paraplanning, including producing cash flow models and a high quality report writing service
•A keen understanding of private client advice
•Expert knowledge of the pensions and investments market
•Applicants will be at a very minimum of Diploma qualified (or equivalent) and have made significant progress towards Chartered or Certified Status
•A strong technical knowledge of taxation and retirement planning
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.