Job Details

Paraplanner, salary c. £25K, plus benefits

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Shipley

Salary: plus bonus and benefits

Job Ref.: sg34542

Job Information

My client is looking for a Paraplanner to do technical research and report writing for their predominantly HNW wealth management clients. Their market is predominantly retirement, they are Succession members and so use their platform and investment matrix. A working experience of DFM’s models, SIPP’s, transfers, IHT planning and some trust work/offshore would be a distinct advantage.

The role will be within the Paraplanning team which at present is three people, this will develop into a larger team that will provide Paraplanning across the group, nationally over time. There will be scope for role advancement and those looking to progress with professional qualifications, will be supported.

Salary will be c. £25k, dependent upon experience. They are not insisting on diploma but some progress towards this and an ambition to become at least diploma and preferably, chartered status is desired. They will fund the appropriate exams. They also offer 23 days holiday plus statutory holidays, 2x DIS, pensions scheme membership and sickness scheme after probationary period, which is three months.

They have onsite parking but this is not reserved, and have modern open plan offices.

Applications are welcome from suitably qualified and experienced candidates.