Job Description
Our client, a boutique firm of financial planners in Huddersfield are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working closely with the advisers, duties and responsibilities will include:
* Writing and tailoring high quality suitability letters based on consultation with the Adviser
* Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
* To complete compliant suitability reports
The Person:
* Level 4 Diploma (or close to completion) (essential)
* Experienced in dealing with High Net Worth clients (desirable)
* Reliable and diligent
* Excellent working knowledge surrounding the key areas of Financial Planning
* Strong commercial and technical knowledge
* Personable and professional
In return this opportunity offers a basic salary of between £38,000 & £42,000, home working, full study support, bonuses and fantastic benefits package.