Job Information

My Client a highly successful privately owned Financial Services Company based in York requires an experienced, qualified administrator Paraplanner. This role will require the individual to undertake all Paraplanning activities in support a Managing Director.


The ideal applicant should be Diploma in Financial Planning or equivalent or working towards, with a minimum of three years’ experience, detail orientated, confident, analytically capable and able to demonstrate an enthusiasm for becoming an authority on the financial planning options for the clients. In addition the successful applicant should have excellent communication and report writing skills, experience of analysing complex data and excellent organisational and prioritising skills. This is an excellent opportunity to join the team of an expanding Financial Services company which continues to build upon its solid reputation.


Hours of work Monday : Friday 8.30 : 5.00 or 9.00 : 5.30


Up to 25 days holiday + benefits.


Salary will depend on qualification and experience.