£30000 - £40000 per annum, Benefits: 25 Days Holiday, Pension
about 1 year ago
BWD are delighted to have an excellent working partnership with a prolific Investment and Wealth Management firm, who are based in York.
We currently have a unique opportunity for a Paraplanning Manager, with the potential to work towards being a fully fledged IFA, if desired.
As a successful Paraplanning Manager in York, your role essentially will be to supervise a team in respect of the provision of administrative/paraplanning support to professional Financial Services staff.
Perform a research and report writing role which will assist the team of investment advisers in competently providing financial advice to clients within compliant guidelines by the Regulator and the Company.
Discuss client objectives with Adviser and discuss areas of financial planning required.
Be responsible for clear and concise instructions to administration team to ensure proposals and documentation are correctly completed.
In order to apply you will need to come from a Wealth Management background, and have previous experience in a paraplanning role at an IFA practice or as an IFA.
Qualified to QCF Level 4 as a minimum
Excellent interpersonal skills
In return you will have the opportunity to work within a successful firm where you have the opportunity to develop to IFA staus if you wish. Progress towards examinations is very well supported also.
Salary is commensurate with experience.
In order to find out more, please contact Helen Spriggs on 0113 4260775 or email me at email@example.com