Paraplanning Professional

2 months ago


Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time
Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our team at Lime People Search & Select Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing sound financial advice to individuals and businesses.

About the Role

The successful candidate will have a strong background in financial planning, with a focus on technical aspects such as report and research. You will be responsible for assisting with the preparation of financial plans, conducting research, and providing administrative support to our Financial Advisers.

Key Responsibilities
  • Assist with the preparation of financial plans and reports
  • Conduct research on financial products and services
  • Provide administrative support to our Financial Advisers
  • Develop and maintain knowledge of financial products and services
Requirements

We are looking for a highly organized and detail-oriented individual with a strong background in financial planning. The ideal candidate will have:

  • A Level 4 Diploma in Financial Planning (CII preferred)
  • At least 1 year of experience in a Paraplanning role for an Independent Advisory firm
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
What We Offer

We offer a competitive salary and a range of benefits, including:

  • Hybrid working structure with a 50/50 split of time on site and WFH
  • Study support program
  • Death in Service cover
  • Access to a digital GP
  • Nutritionist consultations
  • Second medical opinion service
  • Westfield Health medical cash plan
  • Westfield Rewards smart spending cashback


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