Paraplanner - with Progression - Huddersfield, United Kingdom - ST Resourcing Ltd

Tom O´Connor

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Tom O´Connor

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Description

We are working with one of the best Financial Planning firms in the area who are looking to add to their team with an additional Paraplanner.

They are an extremely supportive team with no defined hierachy apart from the practicalities to get the work donein the most efficient manner for their clients.

You will really feel part of the team and work collaboratively within it. Your opinion will count as there are things you will spot which no one else will.

Salary is up to £40,000 with some great development opportunities down the management route if you would wish.


In the role you would conduct research, analysis and comparisons taking a bespoke approach for each clients and their financial plan.

There will be various research tools and information to assist you in doing this. During this process you will share ideas,concerns and any processes which you think may improve the advice process. You aren't just employed to be a reactive report writer, they need you to be a proactive true Paraplanner.


A great role for the right person, and if you have experience as a Paraplanner and ideally level 4 qualification or close to it, please apply.


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