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Wakefield

    Paraplanner - Wakefield, United Kingdom - Reward Recruitment

    Default job background
    permanent Accounting / Finance
    Description

    Paraplanner

    Wakefield

    c. £35,000 subject to experience

    We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available. Our clients main focus is on providing a high quality financial planning service to their clients.

    Responsibilities:

    • Technical support to the Adviser Team
    • Research the most suitable independent and whole of market products
    • Write suitability reports and letters for investment, pension, protection and inheritance tax cases
    • Respond to technical queries from the advisers and clients alike

    Skills:

    In order to be considered for this unique opportunity, candidates need to have -

    • Level 4 Diploma qualified, or close to being qualified is preferrable
    • Previous experience within an IFA Practice
    • High level of analytical capability and good communication skills

    Apply:

    Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him directly on for a discreet and confidential chat.


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