Job Information

A highly reputable Yorkshire based IFA practice are looking to add an experienced and competent para-planner to their Doncaster offices. In a position with broad exposure to the market and a fast-paced set up the ideal candidate will be as follows:

• Preparation of files for existing client review meetings
• Preparation of Fact Finds
• Submission of suitability letters using approved guidance notes
• Being able to complete replacement business from start to finish, again using the preapproved guidance notes
• Experience of suitable OF as well as the Wrap Platforms from providers
• Close contact with third party providers including obtaining personalised illustrations, key features documents and application forms
• Organising letter of authority to third party providers in order to obtain necessary ceding scheme information


This position is within a growing business who have seen a talented and reputable advisor join and you would be the sole paraplanner to support this individual. For this reason opportunities for professional development will occur.

Due to the calibre required for this position it is strongly urged that candidates without experience of the above do not apply.

If you are interested in this position please apply within and one of our consultants will be in touch.