A rapidly expanding Financial Services group is seeking a highly skilled Paraplanner to join its developing team in Bingley.
Our client has been established for over 20 years, with offices throughout the country, providing both private and corporate clients with a full range of solutions. Encompassing a wealth of expertise through a highly successful team of Independent Financial Advisers, it is looking to add to its back-office support structure in order to streamline workload and responsibilities.
You will play a pivotal role in supporting the Advisers, undertaking research both independently and in conjunction with the Financial Planner to identify suitable products to meet the clients’ needs. Preparing and producing clear and concise recommendation reports and suitability letters, as well as ensuring that all client information and files remain compliant. You must also be an effective communicator, both verbally and written and at all levels, as you will communicate directly with selected clients, occasionally face to face, as well as providing an interface with third parties.
You will have some paraplanning experience and ideally you will be eager to obtain your Level 4 Diploma. Attributes such as good organisational, time management and interpersonal skills, as well as the ability to effectively prioritise and plan your own workload, are considered prerequisite.
Our client is offering a competitive basic salary, along with a comprehensive benefits package. The company also offers excellent training and development opportunities and invests heavily in its staff development. There is flexibility with part time or full time for this position, the minimum requirement would be three days per week.
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