Paraplanner
other jobs Ferguson Dean Limited
Added before 3 Days
- England,North West,Lancashire,Blackpool
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
The Blackpool office of a highly successful, three office Chartered IFA firm are looking for a paraplanner/report writer to join their team. Working in an existing team of three you will be supporting two advisers. The firm are keen to support you in achieving industry qualifications and and promote from within.
*You will receive excellent salary (£35k- £50k) executive benefits and earnings.
The company
*A leading regional IFA 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
*Ideally Dip Level 4
*Experience in writing reports of all types for private clients
*Working with Advisers and the rest of the technical team to ensure all client queries and reports are completed in a timely manner to the utmost standard.
Next steps
*Contact via email below for confidential discussion and review of opportunity and process
*You will receive excellent salary (£35k- £50k) executive benefits and earnings.
The company
*A leading regional IFA 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
*Ideally Dip Level 4
*Experience in writing reports of all types for private clients
*Working with Advisers and the rest of the technical team to ensure all client queries and reports are completed in a timely manner to the utmost standard.
Next steps
*Contact via email below for confidential discussion and review of opportunity and process
Job number 3687696
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metapel
Company Details:
Ferguson Dean Limited
Company size: 1–4 employees
Industry: Financial Services
With over 15 years experience in the industy, we focus on the Financial Advice sector across the UK. Working with practices from regional businesses ...