Paraplanner

Wakefield

c. £38,000 to £42,000 plus benefits

Are you open to developing your career as a Paraplanner, with the potential to progress to Trainee IFA in 12 - 18 months? If so, I have a fantastic opportunity I am currently recruiting for with a regional IFA practice, going through rapid growth.

The role comes with a competitive salary (£38,000 to £45,000 per annum dependent upon experience and qualifications), benefits and a great team environment.

The key duties of the role will include:

• Writing Financial Planning Reports on behalf of the Managing Director.
• Supporting the Managing Director by conducting research on products and helping find the right solutions for our clients.
• Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
• Arranging for plans to be submitted to provider companies.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Preparation of client review packs.
• Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all company and industry guidelines, rules and regulations.

For further information please send your CV to or contact Stuart directly.