Search

Paraplanner

Posted: 12/06/26
Recruiter:Taylor James Professional Recruitment
Reference:3121578624
Type:Permanent
Salary:£40,000 - £46,000 Annual
Location:York, North Yorkshire
Description:

Our client, a boutique firm of financial planners in York 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 £40,000 & £46,000, home working, full study support, bonuses and fantastic benefits package.

Share this

Recruiting now