Paraplanner
Wakefield
c. £35,000 to £42,000 plus benefits
Are you open to developing your career as a Paraplanner, with the potential to progress to Trainee IFA in 12 - 18 months? If so, I have a fantastic opportunity I am currently recruiting for with a regional IFA practice, going through rapid growth.
The role comes with a competitive salary (£35,000 to £45,000 per annum dependent upon experience and qualifications), benefits and a great team environment.
The key duties of the role will include:
- Writing Financial Planning Reports on behalf of the Managing Director.
- Supporting the Managing Director by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
For further information please send your CV to sj @ rewardrecrui...
Paraplanner in Wakefield employer: Reward Recruitment
As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.
