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Paraplanner
- Halifax, West Yorkshire
- £25,000 - £35,000 per annum
- 2 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21164261
-
Duration: Permanent
Senior Paraplanner
Huddersfield/Halifax
£25,000 - £35,000 depending on experience and qualifications
Benefits: Pension, Life Assurance, Private Medical Cover, Partners Life Assurance, Critical Illness and many others
My client are a national Wealth Management firm and one of the fastest growing Privately owned firm within financial services in the UK. They are currently looking for a Senior Paraplanner to work alongside the current Chartered level Paraplanner Manager and act as a point of contact to some of the slightly less experienced members of the team.
You provide Paraplanning services to the most successful fee earners in all aspects of Pensions, Investments, Tax planning and other areas of financial advice. You will also actively contribute to the ability of the FS team, under the general direction of the Paraplanning Manager.
Your duties will include the following:
*Provide preparation reports, suitability letters and the processing of new business and the maintenance of existing business.
*Undertake client portfolio valuations.
*Making sure all client information and facts are maintained and up to date for the Financial Advisors to proceed with the business.
*Attend and advise in team meetings.
*Keep advisors and clients informed of progress.
*Liaise with providers to provide client service on new and existing clients.
The successful candidate must have experience working within an IFA/Wealth Management practice and be a minimum Diploma status qualified as you will be viewed as a point of contact for technical issues.
If you have knowledge of 1st software that would be a benefit but not essential.
In return you will receive an excellent negotiable salary and superb benefits package.
Also you will be provided with ongoing study support and the business will pay for the examinations to acquire further financial qualifications.
This is a genuinely fantastic opportunity with progression and a working environment where you will make a difference and be one of the leaders within the office.
For further information please contact David Elders in the Leeds office of Search or forward your up to date CV.
Huddersfield/Halifax
£25,000 - £35,000 depending on experience and qualifications
Benefits: Pension, Life Assurance, Private Medical Cover, Partners Life Assurance, Critical Illness and many others
My client are a national Wealth Management firm and one of the fastest growing Privately owned firm within financial services in the UK. They are currently looking for a Senior Paraplanner to work alongside the current Chartered level Paraplanner Manager and act as a point of contact to some of the slightly less experienced members of the team.
You provide Paraplanning services to the most successful fee earners in all aspects of Pensions, Investments, Tax planning and other areas of financial advice. You will also actively contribute to the ability of the FS team, under the general direction of the Paraplanning Manager.
Your duties will include the following:
*Provide preparation reports, suitability letters and the processing of new business and the maintenance of existing business.
*Undertake client portfolio valuations.
*Making sure all client information and facts are maintained and up to date for the Financial Advisors to proceed with the business.
*Attend and advise in team meetings.
*Keep advisors and clients informed of progress.
*Liaise with providers to provide client service on new and existing clients.
The successful candidate must have experience working within an IFA/Wealth Management practice and be a minimum Diploma status qualified as you will be viewed as a point of contact for technical issues.
If you have knowledge of 1st software that would be a benefit but not essential.
In return you will receive an excellent negotiable salary and superb benefits package.
Also you will be provided with ongoing study support and the business will pay for the examinations to acquire further financial qualifications.
This is a genuinely fantastic opportunity with progression and a working environment where you will make a difference and be one of the leaders within the office.
For further information please contact David Elders in the Leeds office of Search or forward your up to date CV.
