Paraplanner (hybrid remote)

Our client, an award winning firm of financial planners in Doncaster are looking to appoint a Paraplanner to join their team on a permanent basis.

Working closely with the advisers, duties and responsibilities will include:

• Writing and tailoring suitability reports based on consultation with the Adviser
• Product research surrounding the key financial products in order to arrive at the most suitable recommendations
• To complete compliant suitability reports

The Person:

• Level 4 Diploma or working towards (desirable)
• Reliable and diligent
• Excellent working knowledge surrounding the key areas of Financial Planning
• Strong commercial and technical knowledge
• Personable and professional

In return this opportunity offers a basic salary of between £34,000 & £38,000, home working, full study support, bonuses and an extensive benefits package.