Paraplanner

6 days ago

Wakefield, United Kingdom Aspire Executive Search Full time

Paraplanner, Wakefield £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. A strong element of hybrid working.

Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well.

I am delighted to be working in partnership with a Wakefield based Financial Advising firm who put the interests of their clients at the heart of everything they do.

I am looking for an experienced and motivated Paraplanner to join the Wakefield team. Whilst the initial vacancy is for an experienced Paraplanner, there is also potential to progress to either a Financial Adviser or alternatively progress into a Team leadertype role.

**Main duties and Responsibilities**:

- Working as part of a team alongside the Financial Advisors in order to provide Paraplanning support
- Preparing suitability reports for Pensions and Investment products
- Liaising with a variety of Product Providers, Solicitors and Lenders, obtaining all requested information in a timely and efficient manner
- Undertaking research to identify potential solutions to meet the client’s needs and objectives
- Working collaboratively with both the Financial Planners, and other Financial Support Staff to deliver wider business goals and team objectives

**Skills and Experience required**:

- You should have a minimum of 1 - 2 years experience working in a Paraplanning role
- You should be familiar with completing portfolio valuations, suitability letters and dealing with a variety of financial providers on a daily basis.
- You will ideally be Level 4 Diploma qualified or working towards this status. Alternatively, you will be able to demonstrate a good working knowledge across a range of products and have excellent Paraplanning experience

**In return you will**:

- Work for a company who truly value their staff
- A highly competitive salary of up to £45,000 dependent upon experience and qualification level
- Excellent benefits
- Study support and full payment of further examinations that you may wish to take
- Career progression to Adviser or Team Leader level

If the above sounds like you please do not hesitate to speak to me. I will be happy to talk in detail in connection with the client and the role. There is a strong element of hybrid working and the ability to work autonomously for a business who genuinelycare for their employees, their brand and who show empathy and the right guidance to their clients.

Please don't hesitate to contact me on here or at HELEN SPRIGGS on Linkedin

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