Paraplanner

Recruiter
Anonymous
Location
Yorkshire and the Humber
Salary
25000.00 - 35000.00 GBP Annual + GBP25000 - GBP35000/annum GBP25-35k +bens
Posted
03 Feb 2017
Closes
17 Feb 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
My client is a wealth development specialist providing a comprehensive suite of services to both private and business clients, including general financial planning, wealth management, investment strategy, retirement, protection and taxation planning.

We are urgently seeking an experienced Paraplanner, you will be the first Paraplanner to join the company and they are currently expanding. As Paraplanner you will be responsible for providing advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice, Tax and Estate planning, Optimising Company Benefit options and Risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long-term Disability. You will be the main link between Consultants / Advisers, Research and Administration and be responsible for enhancing the transformation of research into client solutions, analyse client portfolios and provide recommendations to Consultants for implementation, writing of Reason Why Letters working to strict deadlines, liaising with Administration teams to ensure effective business processing.

We are seeking an experienced Paraplanner with ideally 2-3+ years experience working within Paraplanning and/or Financial Advice, ideally you will be qualified to Diploma level qualification, however we are willing to consider those that pare part-qualified with Paraplanning experience / exposure