Paraplanner Role in Financial Advisory Firm

2 weeks ago


Wakefield, Wakefield, United Kingdom Austin Fraser Full time
Role Summary

This is a unique opportunity for a motivated Paraplanner to join a dynamic Financial Advisory firm based in the UK.

About the Job

You will be responsible for producing high-quality financial plans and reports, conducting thorough research and analysis, and maintaining accurate records.

Key Skills:
  • Excellent communication and organizational skills.
  • Ability to work effectively in a team environment.
  • Proven experience in a Paraplanning role within an Independent Advisory firm.
Benefits:
  • A competitive salary: £45,000 - £55,000 per annum.
  • A range of benefits, including Death In Service cover, access to digital GP and mental health consultations, and Westfield Rewards smart spending cashback.


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