Home
Huddersfield
Paraplanner

Paraplanner

Reward Recruitment

Posted 15 hours ago, valid for 25 days

Huddersfield, West Yorkshire HD5 8XT

£22,000 - £26,400 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The position of Paraplanner is available in Huddersfield with a salary package of approximately £50,000.
The role involves providing full paraplanning support to the Director and Chartered Financial Planners, including conducting technical research and compiling detailed reports.
Candidates should have proven experience in Pensions and Investments, preferably from an IFA or Wealth Management background.
A diploma qualification is preferred but not essential depending on experience, and strong communication skills are necessary.
The ability to work independently and manage client inquiries efficiently is essential for this role.

Paraplanner

Huddersfield

c. £50,000 package

Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients.

Main Duties:

You will be working alongside another paraplanner and providing full paraplanning support to the the Director of the firm and the experienced and extremely busy Chartered Financial Planners. Duties will include:

Conducting technical research
Compiling compliant and detailed Suitability Reports and Letters
Ensuring all client records are fully compliant and up to date
Annual client reviews alongside the Director and Chartered Financial Planner(s)

The Person:

You will have proven experience of Pensions and Investments gained from working within a similar role, preferably within an IFA or Wealth Management environment.

Diploma qualified (or equivalent) preferred, but not essential depending on experience.

You will be an excellent communicator both oral and written have strong telephone skills and strong systems and technical abilities including knowledge of Microsoft office software applications.

The ability to work on our own initiative and deal with general client enquiries in an efficient and organised manner is essential.

How to Apply:

Please send your CV to Stuart at Reward Recruitment Limited or call me directly on

0 7 7 4 7 7 8 2 9 3 4.

Apply now in a few quick clicks