Paraplanner

Paraplanner / Report Writer
Beverley
£25,000 - £30,000 basic salary plus flexi-benefits, flexible working, bonus, free parking, exam support
A successful Financial Planning organisation based in are looking for a Paraplanner/ Report Writer to join their organisation.
Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the Advisors within the business.
The successful applicant will already have experience within an IFA/Wealth Management organisation providing technical administrative support including research and suitability report writing.
The main responsibilities within the role include providing accurate and compliant suitability reports, on-going monitoring of recommended structures and providers whilst working closely with the Directors / Advisors
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in a supportive and positive environment and receive a competitivesalary package, fantastic bonus, flexible working alongside free on-site parking. You will work with varied and challenging clients and cases.