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Paraplanner

Posted 28 March by Finlink Ltd
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Salary icon £30,000 - £42,000 per annum
Location icon Guiseley , West Yorkshire

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This role is best suited for you if you are already within a financial advisory practice, and have exposure to paraplanning, but want to obtain more experience. You will either have started your journey towards attaining your level 4 diploma in financial services, or perhaps have already achieved this. For those who wish to become an adviser, you’ll be pleased to know that once you are established the firm can provide support towards necessary qualifications and a pathway to becoming an adviser - they’ve done this recently for former paraplanners.

The business:

The business is based near to Leeds, have been established for over 20 years, adopt a holistic approach to the advice they provide to their clients and are looking to expand, hence the need for you.

The role:

As a paraplanner, you will be getting involved in the advice process, undertaking the necessary research, and writing suitability reports to document the advice that has been provided. If you’re detail orientated, have a passion for financial services and like to work in a collaborative environment, then this could be just what you’re looking for.

Benefits:

· Job type: full-time, part-time considered.

· Salary: Up to £42,000 per year - depending on experience.

· Hybrid role, largely office based to provide support for progression.

· 25 days holiday + Bank holidays

· Pension

· Sickpay

· Free parking

If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.

Required skills

  • 1
    Financial Services
  • 1
    Paraplanning
  • 1
    Research
  • 1
    Highly Detailed

Application questions

Do you have your Level 4 Diploma or are working towards one in Financial advice?
Are you currently working in a financial advisory practice?

Reference: 52397667

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