Job Description
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
FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.
