High-Quality Financial Plans Specialist

4 days ago


Wakefield, Wakefield, United Kingdom Austin Fraser Full time
Financial Planning Role

We are seeking a highly skilled Paraplanner to join our team in Wakefield, UK.

About the Position

You will be responsible for developing high-quality financial plans for clients, conducting research and analysis, and maintaining accurate records.

Requirements:
  • Level 4 Diploma qualification (CII preferred).
  • At least 1 year of experience in a Paraplanning role within an Independent Advisory firm.
  • Excellent communication and organizational skills.
What's On Offer:
  • A competitive salary: £48,000 - £58,000 per annum.
  • A range of benefits, including very competitive study support program, death in service cover, and westfield rewards smart spending cashback.


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