Job Details

Paraplanner

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Wakefield

Salary: Excellent Benefits Package, Clients provided

Job Ref.: SBSenior PARAPLANNER

Job Information

Role: Paraplanner

Location: 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