Experienced Paraplanner - Superb Practice

Posted 15 March by Clark James Recruitment Easy Apply

Clark James are currently working with a superb North Yorkshire based IFA practice that seeks an experienced Paraplanner to join their expanding and professional team.

This successful company offer a holistic Financial Planning Service within pensions and investments with an advanced back office system to enhance clients wealth.

Our client is looking for a modern and technically minded Paraplanner looking to progress their career within an encouraging culture alongside a team of highly successful individuals who have built a local reputation that is second to none.

The environment in which the candidate will be working is fast paced, dynamic and rewarding and in return you will benefit from the following:

  • Extremely attractive salary up to £42k
  • Company benefits
  • Bonuses
  • Study support
  • Progression

The role of the successful Paraplanner will be to provide support to a highly successful and well respected Financial Planner. You will be carrying out technical research on a full range of complex financial planning products and service. Write comprehensive and compliant, detailed strategy and suitability reports.

A strong understanding of the overall financial planning process and the need to put clients best interests at the centre of your work is what underpins the ethos of this business.

The successful Paraplanner should ideally have experience in a similar role and be fully committed to their career within Financial Services. You'll ideally be Diploma qualified with a desire to progress towards Chartered status.

Please apply for an immediate response.

Required skills

  • Financial Planning
  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management Services

Reference: 34696570

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