Paraplanner

Reward Recruitment

Posted 22 days ago, valid for 7 days

York, North Yorkshire YO60, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The position is for a Paraplanner based in York with a salary package of approximately £50,000.
The role requires proven experience in Pensions and Investments, ideally within an IFA or Wealth Management setting.
Candidates should possess strong communication skills and technical abilities, including proficiency in Microsoft Office applications.
While a Diploma qualification is preferred, it is not essential if the candidate has relevant experience.
Interested applicants can send their CV to Stuart at Reward Recruitment Limited or contact him directly.

Paraplanner

York

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 an experienced and extremely busy Chartered Financial Planner. 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

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