Paraplanner

Paraplanner (will consider a trainee paraplanner also)

Knaresborough

£30,000 to £40,000 plus benefits and annual bonus

Our client is an expanding Independent Financial Services and Employee Benefit Consultancy business, who are going through a period of growth. They offer effective and bespoke advice and are committed to forming valued and robust relationships with their clients, with the intention of delivering financial outcomes, that exceed their financial objectives. They have a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses.

Main Duties:

You will be working within a team of experienced paraplanners and provide full paraplanning support to the the Financial Advisors within the firm. Duties will include:

• Conducting technical research
• Compiling compliant and detailed Suitability Reports and Letters
• Ensuring all client records are fully compliant and up to date
• Annual client reviews alongside the Financial Advisors

The Person:

You will have proven experience of Pensions and Investments gained from working within a similar role, preferably within an IFA or Wealth Management environment.

Diploma qualified (or equivalent) preferred, but not essential depending on experience.

You will be an excellent communicator both oral and written have strong telephone skills and strong systems and technical abilities including knowledge of Microsoft office software applications.

The ability to work on our own initiative and deal with general client enquiries in an efficient and organised manner is essential.

How to Apply:

Please send your CV to Stuart at Reward Recruitment Limited or call me directly on

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