Paraplanner

New Yesterday

Paraplanner, West Yorkshire, with a strong element of home working. Salary up to £45k dependent upon experience, excellent benefits and opportunities for progression. This would be a perfect opportunity if you are based anywhere that is accessible to the West Yorkshire area. Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like the opportunity to work towards a Senior Paraplanning role? Or would you potentially like to be on the right path to becoming a highly successful Financial Adviser? Then this could be a fantastic opportunity for you. The main purpose of the role: To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives To prepare suitability reports which reflect the proposed strategy Help manage client relationship and taking/making calls in a polite and professional manner Liaising with advisers on a regular basis, to work on cases and provide updates In order to apply you will need to have: Good knowledge across all advice areas (investment, pensions ...
Apply
Location:
Huddersfield
Salary:
£45,000
Category:
Accounting & Finance

We found some similar jobs based on your search