PARAPLANNER
WAKEFIELD
c.£40,000 basic (DOE), plus basic and benefits
Our client is an Independent Financial Planning firm with offices in Wakefield. They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.
The role would suit an experienced paraplanner who wants to work with an established and niche IFA brand, highly experienced advisors that cover all areas of advice, is qualified to Level 4 Diploma and wants to progress within the practice.
Responsibilities will include:
- Working with established Advisors and Paraplanner to collate advice for clients.
- Preparing for client meetings.
- Partaking in client meeting.
- Produce financial planning and investment suitability letter across a range of areas.
- Producing comprehensive and clear suitability letters for clients.
- Act a point of contact to answer client questions.
- Assist with the development of FP reviews.
- Liaise with other technical staff to ensure a consistent client experience across the business.
- Using a range of software tools, research practices and processes of analysis to create financial plans.
Are you the ideal candidate, do you have paraplanning experience and Level 4 Diploma with CII, LIBF or CISI? Experience within an IFA/Wealth Management is required.
To apply please send your CV to Stuart or contact him on 0 7 7 4 7 7 8 2 9 3 4.