FindCore are thrilled to be assisting an award-winning financial planning firm with the recruitment of a Paraplanner.
Permanent, full-time position based in Boston Spa, Wetherby, with free on-site parking.
Salary
Fully negotiable, depending on experience + bonus of up to 15% of salary
Key Responsibilities
- Provide technical paraplanning support to Financial Planners.
- Carry out research and analysis based on individual client needs and objectives.
- Prepare Financial Plans and Suitability Reports.
- Collate supporting documentation for recommendations and provider selection.
- Attend client meetings where required, taking notes and following up on agreed actions.
- Manage workflows, tasks and case progression.
- Ensure all work meets compliance, risk and quality standards.
- Liaise with clients and providers regarding technical queries and ongoing cases.
Skills & Experience
- Minimum 18 months’ experience within a Paraplanner or similar financial planning role.
- Level 4 Diploma qualification or higher.
- Good understanding of the financial planning process and associated compliance requirements.
- Strong report-writing, research and analytical skills.
- Good technical knowledge across financial planning products, particularly pensions.
- Comfortable working with financial planning, modelling and back-office software.
- Experience supporting high-net-worth clients would be advantageous.
- Strong communication, organisation and attention to detail.
- Desire to progress towards Chartered or Certified Financial Planner status would be beneficial.
What’s on Offer
- Fully negotiable salary depending on experience.
- Bonus potential of up to 15% of salary.
- 27 days’ annual leave plus bank holidays, increasing with service.
- Additional day off for your birthday.
- Generous company pension scheme.
- Life assurance.
- Private medical insurance and private healthcare scheme.
- Ongoing financial and study support for professional qualifications.
- Some flexibility around working arrangements.
- Free on-site parking.
- Excellent long-term progression within an established financial planning business.
Please apply.
Paraplanner in Wetherby employer: FindCore Careers
FindCore is an exceptional employer, offering a dynamic work environment for Field Technicians in Watford. With a focus on employee growth and development, the company provides regular overtime opportunities and the use of advanced technology in structural investigations. The supportive work culture fosters collaboration and safety, making it an ideal place for those seeking meaningful and rewarding careers in the construction and engineering sectors.
