Job Reference: -2
- Date Posted: 10 April 2025
- Recruiter: Ferguson Dean
- Location: City, Liverpool
- Salary: £30,000 to £45,000
- Bonus/Benefits: OTE £
- Sector: Print
- Job Type: Permanent
Package
- You will receive excellent salary ( 30k
- 45k) executive benefits and share options.
The company
- A rapidly expanding regional IFA practice, looking to increase their presence and foot print across the North West.
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 general situations
- Using cash flow modelling and lifestyle planning as required
- Attending client meetings as required
- Ideally Dip Level 4 but will consider qualified by experience
- Experience of working with HNW and UHNW clients
- Writing reports and undertaking research.

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