Job Information

Our client a sucessful IFA based in York requires an experienced Paraplanner to offer paraplanning support to their advisers.

This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and a good understanding of a wide range of all retail investment products.

Reporting to a Technical Director, responsibilities within the role will include;
Providing detailed and high quality research on all financial products
Writing technical and detailed suitability reports
Liaising with advisers throughout the process
Producing accurate cash flow models

Provide administrative and clerical support to IFA’s as required
Experience in a similar previous role & IFA environment is essential, as is a level 4 diploma qualification. Good computer literacy is expected Candidates will need good written and verbal skills along with strong organisational skills.

This is a great opportunity to join well-respected IFA and move into a busy and a role that offer real career progression. For more details please Lily Bell on 0113 242 8411