Paraplanner
Based Wetherby
Salary: £33,000 - £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
* Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
* Do you feel that you are not using your technical skills as much as you should be?
* Would you like to work in a truly collaborative environment where you are part of the whole process - including full research, bespoke reports and cash flowmodelling?
* Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you.....
The company and role:
* Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
* This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
* They offer a structured career development and exam plan based around your
* goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
1. Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
2. Assist in the development of investment strateg...