Would you like to work for a quality firm who are renowned for ensuring a high quality service and the ability to offer client satisfaction, for complex Financial Planning needs?
Are you currently a Paraplanner looking for more out of your career?
Are you an extremely experienced Paraplanner, looking for a firm who will treat you really well, despite not being fully diploma qualified?
Then this could be exactly the opportunity for you.
BWD are delighted to be working in partnership with a Wakefield based Financial Planning firm who are renowned for their strong technical expertise, and the ability to manage complex Financial cases.
On a daily basis, the Paraplanning role will offer you the opportunity to:
- Fully analyse clients’ requirements, develop cash flow models and accurately record client data
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
- Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
- Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Qualifications would be good, however is not a must.
Our client would really welcome career Paraplanners.
In return you will receive a very competitive salary commensurate with your experience.
You will have the opportunity to undertake continuous professional development to meet regulatory requirements and personal development needs. You will be given the highest levels of training and could also be supported to progress within the firm into a Wealth Manager position also, if desired.
Our client offers a range of employee benefits which include 23 plus days holiday initially, increasing to a maximum of 30 days. Company Pension Scheme, Private Medical Insurance, 4 x Death in Service.
The opportunity to receive full examination support if you so wish.
TO FIND OUT MORE PLEASE CONTACT HELEN SPRIGGS ON 0113 4260775