A highly successful wealth management practice based in Wakefield seeks an experienced and technically astute Paraplanner.
This firm was established several years ago and has grown to become one of the most respected independent financial advisers in the area. Led by a talented and driven management team, most of the company’s business now comes from referrals and recommendations. Offering a holistic advice service to a broad range of clientele, the company is able to cater for a wide range of requirements, including pensions, auto-enrolment, investments, inheritance tax planning and complex final salary pension transfers.
The main purpose of the role is to provide technical and administrative support to a Partner, as well as ad hoc support to the firms’ Financial Consultants. You will also provide analysis, detailed research, report writing and product recommendations for presentations, ensuring all advice meets the strict, ethical and compliance framework. In addition, you will also be responsible for completing portfolio reviews and rebalancing requests, ensuring that all quality assessments are carried out to a high level of accuracy and professionalism.
Ideally you will have experience of a similar position and hold Level 4 Diploma. However, our client will consider applications from less experienced candidates with an understanding of regulated advice, with at least a basic grasp of the various product areas. Organisational skills and the ability to manage and prioritise a diverse workload are paramount, as is the ability to manage relationships and expectations at all levels.
The salary and package is negotiable, and very much dependent on your experience and ‘what you have to bring to the table’. My client is renowned for looking after its staff and rewarding high performers through salary and additional bonus earnings. Given the ongoing growth of this business, this is very exciting time to join the firm.
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Financial Services and General Insurance Recruitment