Financial Services Paraplanner South Yorkshire

Posted 21 February by Profile Search & Selection Ltd

Juliette Lister and Lisa Tremlett are currently assisting well respected IFA'swho are presently recruiting for a Financial Services Paraplanner.

They can consider a candidate who is NOT Diploma qualified but already working as a Financial Services Administrator wishing to take thier next step or alternatively a qualifed Paraplanner

About the role

To provide a comprehensive and efficient Paraplanning service to the advisers and their clients.

Main Duties and Responsibilities :

  • Research whole of market for advisers on a case by case basis to determine and deliver the most appropriate solution(s) and provider(s)
  • Construct Suitability Reports for adviser sign off and Compliance approval
  • Construct Annual Review letters for adviser sign off
  • To provide all support material for client recommendation, research, illustrations and documentation
  • To provide technical support and back up to the adviser
  • Liaise effectively with clients, product providers, associations and other departments.
  • All of the above in a compliant manner as set down by the Group and the Regulator’s procedures

Desirable Qualifications

Diploma in Regulated Financial Planning or working towards


  • Minimum of 2 years financial services sector experience
  • Knowledge of protection, investments and pensions, whole of market
  • Research and Report Writing experience

This is a Profile Search and Selection vacancy who are operating as an Employment Agency.In order to apply for this position candidates MUST have FINANCIAL SERVICES EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.

This role would be suited to any of the following;

  • Financial Planning Administrator
  • Financial Services Paraplanner
  • Financial Services IFA
  • Independent Financial Adviser

If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.

Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide -Please feel free to contact us direct should you wish to discuss any further vacancies

Required skills

  • Financial Services
  • Paraplanning
  • Report Writing

Application question

Do you have experience within paraplanning?

Reference: 33803993

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