Paraplanner

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.