Job Information

Role: Paraplanner

Location: Grantham

Salary: Upto 30k

Job Information

Our client a successful IFA based in the Centre of Grantham requires an experienced Paraplanner to offer paraplanning support and maintenance to a large client bank. You will work closely with the director

This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qualifications to match.

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