Paraplanner -
Wakefield area - £35,000 - £42,000
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors. The role will provide an opportunity to be involved in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
Working in a friendly stable office environment this key role will include
- Researching, analysing and producing reports in line with the clients requirements and expectations.
- Conduct high quality fund research.
- Writing Financial Planning reports for the advisors to present to clients.
- Review clients existing arrangements, obtain information from clients and act as a point of contact for client enquiries. Produce illustration requests or any other information clients may require.
- Work on complex cases, providing extensive reports and commentary notes for discussion / presentation to the client.
- Develop your all round knowledge of solutions across investments, pension, IHT, estate, and tax planning
- Organise and manage your own workload, working to deadlines.
This is an excellent opportunity to join a strong practice who will invest in your knowledge and provide a positive stable working environment.
To apply for the position, you should have previous paraplanning experience, strong technical knowledge of Investment & pension products and preferably be diploma qualified.
For more information, please contact Richard Garbett.