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EXCEPTIONAL PARAPLANNING OPPORTUNITY ( 3 days in the office), East Yorkshire, c £45k

Financial Divisions
Posted 7 hours ago, valid for 20 days
Location

York, North Yorkshire YO23 3YE

Salary

£35,000 - £42,000 per annum

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Contract type

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

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  • This job opportunity is for an experienced Paraplanner looking to join a multi-award-winning business focused on career development.
  • Candidates should be Level 4 Qualified and actively working towards Level 6, with a background in independent financial advice.
  • The role involves delivering high-level, complex reports tailored to clients and collaborating closely with Advisers on research and strategy reports.
  • Strong communication, attention to detail, and organisational skills are essential for success in this position.
  • The starting salary is competitive, and the role offers a comprehensive benefits package.

Very comprehensive benefits package and amazing career development opportunities.

Opportunity for an experienced Paraplanner looking for a structured career path and direction, to join a multi award winning business where you will gain exposure to HNW technical cases working with experienced Advisers providing expert financial advice to Private Clients, Corporates and Charities.

Opportunity Highlights

** This opportunity will suit a Level 4 Qualified Paraplanner actively working towards achieving Level 6 with an independent background.

** Talented Paraplanners with 1 outstanding RO paper will also be considered

** Enjoy delivering high level, complex reports written specifically for each client to provide a consistent high level of service and expertise.

**Work closely with the Advisers to provide research including recommendation and strategy reports.

** Have the confidence to challenge the Adviser to ensure the recommendation is appropriate and considerate to the Client

** Work closely with other Paraplanners and the Team Leader to share ideas and maintain best practice.

** Strong communication skills, attention to detail and organisation/prioritisation skills are paramount.

** Perfect role for a positive, fair, and friendly service-orientated person who is also commercially minded and driven.

** Excellent starting package including a comprehensive list of benefits

To discuss this excellent opportunity as a talented, dynamic Paraplanner either call Camilla Howden or email me.

Apply now in a few quick clicks

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.