Paraplanner - Predominantly Home Based

1 month ago


Yorkshire and Humberside, United Kingdom Search Consultancy Full time

Paraplanner - Yorkshire Region
HOME BASED opportunity (occasional visits to the Yorkshire office required)
£30,000 - £45,000 (plus excellent company benefits)
An experienced Paraplanner is required to join a top-performing IFA and Wealth management firm in Yorkshire. Earning a competitive salary of £30,000 to £450000, this full-time role could be your ideal next career move if you're talented, ambitious and experienced.The role will be almost fully home based with only occasional requirements to come into the office.
The Paraplanner role:
As part of the established paraplanning team you'll have excellent organisation skills alongside the ability to analyse, and document client needs promptly. Previous experience of working as a Financial Paraplanner/ Technical Support or similar within anFinancial Advice environment is essential.
Some of your Paraplanner duties include:

- Drafting reports and letters
- Carrying out tax calculations, e.g. calculating capital gains tax, chargeable gains on life policies, potential inheritance tax liabilities etc
- Providing technical support to other members of the team
- Product research

Essential requirements:

- Strong proven report-writing skills - ability to explain complex matters in client-friendly language
- Qualified to minimum Diploma level 4 (or making progress towards)
- Excellent knowledge of financial services products and regulations

If this Paraplanner role matches your experience and ambitions, contact me today to find out more.


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