Location: West Yorkshire
Contract: Permanent
Salary: £40,000 – £50,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.
This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long-term progression opportunities, and support towards further qualifications if desired.
Key Responsibilities
Support the Financial Planners with research and analysis to meet client needs and objectives.
Prepare Financial Plans and Suitability Reports.
Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
Assist with client meetings, including taking notes and follow up any actions as required.
Manage your own workflows and tasks.
Follow compliance processes to manage risk and adhere to quality standards while ensuring excellent customer outcomes.Candidate Criteria
Diploma Level 4 Qualified with desire to achieve Chartered status
Experience working in a Paraplanner capacity for an IFA firm
Experience of report writing and conducting investment and product market research
Strong understanding of FCA regulations and compliance requirements
Excellent written and verbal communication skillsIf you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Salary description
£40000.00 - £50000.00 per year