Paraplanner, West Yorkshire, with a strong element of home working. Salary up to £45k dependent upon experience, excellent benefits and opportunities for progression.
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:
* To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process
* To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives
* To prepare suitability reports which reflect the proposed strategy
* Help manage client relationship and taking/making calls in a polite and professional manner
* Liaising with advisers on a regular basis, to work on cases and provide updates
In order to apply you will need to have:
1. Good knowledge across all advice areas (investment, pensions ...