Job Information

Due to significant growth my client is now looking to recruit an experienced and qualified Para planner to join a successful IFA Practice in Huddersfield.

The Role:
• Extensive experience producing technical bulletins to be sent to clients when suitable
• Building strong relationships with IFAs in order to support with their portfolios
• Produce accurate, compliant suitability reports within agreed timescales.
• Provide response to client technical queries across pensions, life and investment products
• Assisting with the production of client cash flow models
• When required you will also assist in the training to other members of staff and giving them relevant advice

Key Requirements:

• The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice.
• The successful candidate will have 3 years' experience Para planning within an IFA firm and will hold DipFA (Level 4 Diploma in Financial Advice)
• Building strong relationships with IFAs in order to support with their portfolios
• You will have a dynamic and personable approach



If you would like to apply for this vacancy please reply to the website and a consultant at Cameron Jones will be in touch.