Paraplanner

Taylor James Professional Recruitment

Posted 7 days ago, valid for 17 days

York, North Yorkshire YO60, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

Our client, an award-winning firm of financial planners in York, is seeking a Paraplanner to join their experienced team on a permanent basis.
The role involves working from home and includes responsibilities such as writing suitability letters, attending client meetings, and conducting product research.
Candidates should have a Level 4 Diploma (or be close to completion) and experience with High Net Worth clients is desirable.
The position offers a competitive salary ranging from £35,000 to £45,000, along with home working options, full study support, and a comprehensive benefits package.
To apply, interested candidates should submit their latest CV.

Our client, an award winning firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.

Working from home and out of their offices, you will be an integral part of the firm’s technical function.

Working closely with the advisers, duties and responsibilities will include:

Writing and tailoring high quality suitability letters based on consultation with the Adviser
Attending client meetings (when required)
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
To complete compliant suitability reports

The Person:

Level 4 Diploma (or close to completion) (essential)
Experienced in dealing with High Net Worth clients (desirable)
Reliable and diligent
Excellent working knowledge surrounding the key areas of Financial Planning
Strong commercial and technical knowledge
Personable and professional

In return this opportunity offers a basic salary of between £35,000 & £45,000, home working, full study support, bonuses and fantastic benefits package.

To be considered for this opportunity please submit the latest version of your CV.

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Financial Adviser

Trainee Financial Adviser

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