Paraplanning Professional Wanted

2 days ago


Wakefield, Wakefield, United Kingdom Lime Search & Select Ltd Full time

About the Role

We are seeking a highly skilled Paraplanner to join our team in Wakefield. The successful candidate will have a proven track record of delivering high-quality results in a fast-paced environment and be passionate about continuing professional development.

The role offers a competitive salary of £40,000 - £50,000 per annum, depending on experience.

  • A Level 4 Diploma qualification (CII preferred)
  • At least 2 years of experience in Paraplanning for an Independent Advisory firm

Key Responsibilities

The successful candidate will be responsible for:

  • Managing multiple client relationships and providing excellent customer service
  • Preparation of reports, proposals, and other business-critical documents
  • Maintaining accurate records and data entry

Requirements

To be successful in this role, you will need:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office applications

What We Offer

In return for your hard work and dedication, we offer a comprehensive benefits package, including access to ongoing training and development opportunities, flexible working hours, and a supportive work environment.



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