ParaplannerLocation: West Yorkshire – Contract: Permanent – Salary: £40,000 – £50,000 per annum – Start Date: Flexible
An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base. This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions.
Key Responsibilities
- Support the Financial Planners with research and analysis to meet client needs and objectives.
- Prepare Financial Plans and Suitability Reports.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
- Assist with client meetings, including taking notes and following up on any actions as required.
- Manage your own workflows and tasks.
- Follow compliance processes to manage risk and adhere to quality standards while ensuring excellent customer outcomes.
Candidate Criteria
- Diploma Level 4 qualified with a desire to achieve Chartered status.
- Experience working in a Paraplanner capacity for an IFA firm.
- Experience of report writing and conducting investment and product market research.
- Strong understanding of FCA regulations and compliance requirements.
- Excellent written and verbal communication skills.
Contact Greg Waite at Service Care Solutions: 01772 208969 or greg.waite@servicecare.org.uk
Contact Details:
Service Care Solutions Ltd Recruitment Team
