Job Details
Experienced Paraplanner - Shipley
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Shipley
Salary: Excellent Benefits Package
Job Ref.: SBPPShip
Job Information
Role: ParaplannerLocation: Shipley
Salary: 20k - 30k
Job Information
Our client a successful IFA based in the Centre of Shipley 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. 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 contact Sam Bates at our Leeds office on 0113 24 29 411