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Paraplanner - York

Paraplanner - York

MI Search Ltd

Posted 18 hours ago, valid for 15 days

York, North Yorkshire YO60, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

A financial planning arm of a regional accountancy practice is seeking a paraplanner for their York office.
The role involves working closely with Independent Financial Planners to provide holistic financial planning solutions to high-net-worth clients.
Key responsibilities include preparing suitability reports, conducting technical research, and ensuring compliance with policies and procedures.
Candidates should have experience in a paraplanning or report writing role, with level 4 diploma status preferred but not essential.
The position offers a basic salary of up to £42,000, along with bonuses, pension, and benefits.

This financial planning arm or a regional accountancy practice is currently seeking a paraplanner to join its team in their York office.

Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW clients.

You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. In this role you will have administrational support.

You must have experience working in a paraplanning / report writing role and ideally hold level 4 diploma status although this is not essential.

Basic salary up to £42,000, bonus, pension and benefits

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