⭐️ Paraplanner
📍 Home Based (occasional visits to the Yorkshire office)
💰 c.£45,000+ Benefits
Our client is a dynamic and expanding wealth management business, committed to helping their clients achieve their financial goals through bespoke, high-quality financial planning. They are looking for an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to their clients.
Role & Responsibilities: 📋
* Conducting detailed research and analysis on financial products and client portfolios
* Preparing high-quality suitability reports and client recommendations
* Assisting with cashflow modelling and financial planning scenarios
* Ensuring compliance with FCA regulations and company procedures
* Working closely with advisers to deliver a seamless client experience
Do you have the following to apply? ✅
* Level 4 Diploma qualified
* Experienced in a paraplanning or technical support role within financial planning/wealth management
* Experience of using Selectapension would be beneficial
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.