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Our client who are a national wealth management firm are currently seeking an experienced paraplanner to work in their York office (hybrid working available).
Working as a paraplanner you will work very closely with the independent financial advisers 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.
This firm will support you with both technical qualifications and skills in the role and you offer you longer term career progression.
You must have paraplanning experience and ideally be CII Level 4 Diploma qualified or near to achieving this and keen to study further qualifications.
Basic salary up to £55,000 and benefits
