Job Details

Paraplanning

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Liversedge

Salary: £30,000 - £35,000

Job Ref.: DM01132

Job Information

 My client is an independent IFA Practice who cares passionately about their clients. They believe great financial advice is at the core of building a more certain financial future for their clients. With a team of highly qualified Financial Planners, with access to the most up-to-date technology available, they ensure peace of mind to their clients, that their financial future is more secure as a result of working with them.

The role will be working in a team that supports the Client Relationship Manager and four Financial Planners. A mix of technical administration and paraplanning duties, the role would best suit a developing Paraplanner, who aspires to continue growing and developing.

Responsibilities will include but are not limited to:

  • New business pipeline chasing
  • Rebalancing client portfolios and fund switching
  • Obtaining quotes, key features and research material (file preparation) using IRESS
  • Fund/Model Portfolio comparison reports (fund research using FE & Defaqto)
  • Risk Profiling Reports
  • Research & Suitability Reports
  • Admin support
  • Client enquires

Applicants should come from an IFA / wealth management / Pensions / investments background. We are looking for a minimum of 2 years in a similar role and ideally, you will be progressing in your studies towards the level 4 Diploma.

In addition to a very generous salary, the candidate will be eligible for a twice-yearly discretionary bonus and decent holiday entitlement.

If you would like to explore this opportunity further, please send your CV today or contact Duncan for an initial chat.