Paraplanner

Reward Recruitment

Posted 20 days ago, valid for 19 days

York, North Yorkshire YO60, England

£40,000 per annum

Full Time

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Sonic Summary

The job is for a Paraplanner in York, offering a salary of approximately £40,000 along with benefits and an excellent annual bonus scheme.
The successful candidate will work alongside another paraplanner, providing full paraplanning support to the firm's Director and an experienced Chartered Financial Planner.
Key responsibilities include conducting technical research, compiling compliant Suitability Reports, and ensuring client records are up to date.
Candidates should have proven experience in Pensions and Investments, preferably from a similar role within an IFA or Wealth Management environment.
A minimum of two years of relevant experience is preferred, and strong communication and technical skills are essential.

Paraplanner

York

c. £40,000 plus benefits and excellent annual bonus scheme

Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a company they very much pride themselves in offering an expert and personal service for their clients.

Main Duties:

You will be working alongside another paraplanner and providing full paraplanning support to the the Director of the firm and the an experienced and extremely busy Chartered Financial Planner. Duties will include:

Conducting technical research
Compiling compliant and detailed Suitability Reports and Letters
Ensuring all client records are fully compliant and up to date
Annual client reviews alongside the Director and Chartered Financial Planner(s)

The Person:

You will have proven experience of Pensions and Investments gained from working within a similar role, preferably within an IFA or Wealth Management environment.

Diploma qualified (or equivalent) preferred, but not essential depending on experience.

You will be an excellent communicator both oral and written have strong telephone skills and strong systems and technical abilities including knowledge of Microsoft office software applications.

The ability to work on our own initiative and deal with general client enquiries in an efficient and organised manner is essential.

How to Apply:

Please send your CV to Stuart at Reward Recruitment Limited or call me directly on

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