Job Details
Paraplanner
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Wakefield
Salary: Excellent Benefits Package, Clients provided
Job Ref.: SBSenior PARAPLANNER
Job Information
Role: ParaplannerLocation: Wakefield
Salary: Upto 30k
Job Information
Our client a successful IFA based in Wakefield requires an experienced Paraplanner to offer support in a reputable IFA firm.
This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qualifications are expected.
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 an IFA
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 a well-respected IFA and move into a busy role that offers real career progression. For more details please contact Sam Bates at our Leeds office on 0113 24 29 411