Paraplanner / Suitability Report Writer
Skipton - North Yorkshire
GBP30,000 - GBP45,000 + Excellent training, pension, PMI, bonus, exam support, free parking
I am currently recruiting for a Financial Services Paraplanner position for a top Wealth Management firm based in Skipton. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investments, Personal and Group Pensions, IHT and Life advice.
You will provide administrative support to one of the Directors of the business which will include all aspects of pre and post advice administration, report writing and producing suitability letters, diary management and client correspondence.
The ideal candidate MUST HAVE previous experience in supporting an IFA or Wealth Consultant and be technically proficient across the full product range. You must be organised, be able to work autonomously and ideally have some industry qualifications with a view to attaining more of these (full support will be given in this respect). You will also be required to provide technical report writing so experience in this area would be very advantageous.
A market leading salary, excellent benefits package and a fantastic working environment are on offer alongside monthly and yearly individual bonuses.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds , or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.