Paraplanning Professional Wanted
2 days ago
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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