Paraplanner

Home Based (occasional visits to the Yorkshire office)

Our client is a dynamic and expanding wealth management business, committed to helping our clients achieve their financial goals through bespoke, high-quality financial planning. They are looking for an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to their clients.

Role & Responsibilities:

• Conducting detailed research and analysis on financial products and client portfolios
• Preparing high-quality suitability reports and client recommendations
• Assisting with cashflow modelling and financial planning scenarios
• Ensuring compliance with FCA regulations and company procedures
• Working closely with advisers to deliver a seamless client experience

Do you have the following to apply?

• Level 4 Diploma qualified
• Experienced in a paraplanning or technical support role within financial planning/wealth management
• Experience of using Selectapension would be beneficial

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.