Paraplanner
Easy Apply
Paraplanner
Location: West Yorkshire
Contract: Permanent
Salary: £40,000 – £50,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.
This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long-term progression opportunities, and support towards further qualifications if desired.
Key Responsibilities
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Location: West Yorkshire
Contract: Permanent
Salary: £40,000 – £50,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.
This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long-term progression opportunities, and support towards further qualifications if desired.
Key Responsibilities
- Support the Financial Planners with research and analysis to meet client needs and objectives.
- Prepare Financial Plans and Suitability Reports.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
- Assist with client meetings, including taking notes and follow up any actions as required.
- Manage your own workflows and tasks.
- Follow compliance processes to manage risk and adhere to quality standards while ensuring excellent customer outcomes.
- Diploma Level 4 Qualified with desire to achieve Chartered status
- Experience working in a Paraplanner capacity for an IFA firm
- Experience of report writing and conducting investment and product market research
- Strong understanding of FCA regulations and compliance requirements
- Excellent written and verbal communication skills
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Remember: You should never send money to a prospective employer or disclose any financial information. Should you encounter any job listings requesting payments or financial details, please reach out to us immediately. For further guidance, visit jobsaware.co.uk.
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