Job Details

Paraplanner / Experienced Technical Assistant - Halifax, Urgent

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Halifax

Salary: £22,000 - £32,000 + study support

Job Ref.: SL:LDSPP3

Job Information

An IFA Network spanning the Yorkshire region are looking to add an experienced Paraplanner to their Halifax offices. In this highly varied and exciting post, candidates will be working directly alongside an advisor who will be able to further their training and skills. Successful applicants will fit the below profile:

• 2 years' experience at either an IFA or IFA network providing technical support
• Able to produce suitability reports tailored to each client based on protection, pensions, life or investment advice
• Experienced in putting together client portfolios and providing pre and post meeting support
• Avelo Fluent and able to use provider platforms to gain illustrations
• Studying for DipFA


This company is an outstanding market leader within Financial Services and is a prestigious place to work. Due to the calibre of this firm they also fully support their staff on any professional examinations they wish to do.

As the successful candidate would be working directly alongside an advisor, they will gain broad exposure to the market in an exciting and interesting role.

This role requires a high calibre of candidate and therefore only those who fit the above criteria are encouraged to apply. Please do get in touch if you are interested and successful candidates will be approached by a consultant from Cameron James within 1 week of application.