Paraplanner

Posted 14 December 2017 by Clark James Recruitment

Working on behalf of a successful and reputable IFA Firm in Huddersfield, we are seeking an experienced Paraplanner.

Our client’s aim is to create value and wealth got high net worth individuals, trustees and charities, by delivering bespoke financial planning and investment consultancy services. They aim to accelerate profitable grown, through a transparent and coherent approach that puts their clients at the heart of their service ethos.

As Paraplanner/Technical Assistant, you will be reporting to the Technical Manager, responsible for providing first class support to IFA’s, by researching and preparing financial planning reports for clients, so the company’s high qualify financial advice is documented and evidenced on all occasions.

Main duties include:

  • Undertaking research, analysis & comparisons of the market place
  • Prepare financial planning reports and review letters for clients
  • Produce reports, forecasts and information for meetings
  • Liaise effectively with internal colleagues and external contacts in order to ensure all queries and requests are dealt with efficiently
  • Seek regular development opportunities and keep up to date with the latest professional thinking

To be considered for the role, you will be a professional and positive ambassador for the company’s brand, being flexible to the business needs as and when required. You will also either be diploma qualified, or working towards, with experience in the financial services sector. You will have a proven track record as working as a paraplanner

This is an excellent opportunity to join an evolving and successful IFA consultancy

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

Required skills

  • Paraplanning

Reference: 34028310

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