Paraplanner Location: Elland Salary: £40,000 - £50,000 p/a (Depending on experience) Hours: Full-time, Hybrid, 37.5 hours per week Type: Permanent
Are you a career Paraplanner looking for your next challenge? A well-established, family-owned financial services firm in West Yorkshire is seeking an experienced Paraplanner to join their growing team. With plenty additional benefits to the basic remuneration package, there is no better time than now to join!
Key Responsibilities:
- Prepare comprehensive financial reports and client recommendations
- Conduct in-depth research and analysis of financial products
- Support financial advisors in creating and implementing client financial plans
- Ensure compliance with regulatory requirements
- Maintain accurate client records and documentation
Essential Requirements:
- 2+ Years Paraplanning Experience
- Desire to be a career Paraplanner
- Excellent analytical skills
- Self-motivated with excellent written and verbal communication skills
- Up-to-date knowledge of industry trends and regulatory changes
The ideal candidate will be detail-oriented, able to work independently, and committed to delivering excellent service to clients. If you are looking for a long-term role in a stable, growing company with a strong team culture, this could be the perfect opportunity for you. Apply now or call (ext3) to speak to Mulenga regarding the role.