Senior Paraplanner - Advisory Practice near Wakefield

Posted 21 February by MI Search Ltd

This rapidly expanding financial planning practice with offices just outside Wakefield is currently seeking an experienced paraplanner to join its team.

In this role you will work within a team of paraplanners alongside administrators and be responsible for providing excellent standards of support to the financial advisers. Your role will focus on research, analysis and the production of suitability reports and technical support to the advisers.

You must have experience preparing suitability reports within a financial planning practice, hold Diploma status (CII or equivalent) or be working towards this. In addition any candidates with experience in a supervision role are welcome to apply as these skills are needed within the team.

Basic salary to £35,000, bonus and benefits.

Required skills

  • paraplanning
  • paraplanner

Application question

Do you have experience writing suitability reports?

Reference: 34523752

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