Paraplanner West Yorkshire, Huddersfield
This would be a perfect opportunity if you are based anywhere that is accessible to the West Yorkshire area.
Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development?
Would you like the opportunity to work towards a Senior Paraplanning role?
Or would you potentially like to be on the right path to becoming a highly successful Financial Adviser?
Then this could be a fantastic opportunity for you.
The main purpose of the role:
1. To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process
2. To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives
3. To prepare suitability reports which reflect the proposed strategy
4. Help manage client relationship and taking/making calls in a polite and professional manner
5. Liaising with advisers on a regular basis, to work on cases and pro...