Due to a period of sustained growth, a rare opportunity has arisen to join a highly regarded Financial Services business in Ilkley as a Paraplanner.
Our client has built a strong reputation in the local area for offering exceptional service and expert advice. It provides advice on a range of financial products from the whole of the market to a large client base on a wide regional scale.
The main purpose of the role is to provide technical and administrative 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.
You must be technically minded with a keen eye for detail. In addition, you must also possess a strong understanding of pension and investment products, as well as having a good general knowledge of the financial market. Whilst by no means essential, it would add weight to your application if you hold the Level 4 Diploma qualification, or are close to it. 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.
In return, you will benefit from a competitive basic salary, rising with time and experience gained. You will also be rewarded with a generous bonus scheme and a comprehensive benefits package. There are excellent career development opportunities within this business and you will enjoy working within a close-knit team.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment