Job Information

An exciting opportunity has arisen for a qualified Para-planner to join a dynamic team in Horsforth at a leading IFA firm.

The position:

- The position will involve providing a solid support base for consultants, ensuring that all recommendations are technically accurate and provide 'best advice' for the client

- Comply with the Financial Services and Markets Act 2000 and the relevant FCA or any superseding regulators

- Preparation of Suitability reports and recommendations

- Obtaining illustrations, fund fact sheets and all related Compliance documentation

The Person:

- Needs a full working knowledge of the main Financial Services products including Life, Personal Pensions and Investments

- Needs to be willing to develop knowledge, specially with regard to completing CII Diploma in Financial Planning

- 3 years plus Paraplanning experience

If you meet the above specifications, please contact Lily Bell on 0113 2429411