Paraplanner

☞ MB Fitzgerald Recruitment

View: 112

Update day: 07-05-2024

Location: Northallerton North East

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting Insurance Financial Services

Position: Entry level

Job type: Full-time

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Job content

Paraplanner - North Yorkshire - Full time, permanent - Salary negotiable up to £35,000 plus Bonus and Benefits
MB Fitzgerald Recruitment are currently working with a North-Yorkshire based firm of Financial Planners who are looking to add an experienced Paraplanner to their busy team. The company are well established in the area and specialise in providing whole of market financial advice to private clients at retirement age and thereafter.
As a Paraplanner, you will be responsible for research, report writing, providing quotations and preparing the suitability reports for the financial advisers to whom you support. You’ll work closely with the Financial Advisers and will enjoy plenty of client interaction, making this a varied and interesting position. You will work alongside a number of other Paraplanners and will also be supported by a dedicated Administration team allowing you to focus on more senior/ technical duties.

Role Requirements

Candidates MUST be an experienced Paraplanner having recently worked in a similar role within a firm of Financial Advisers. You must be a competent report writer with a good knowledge of financial services products, in particular Pensions and Investments. You should have excellent communication skills, both written and verbal and as a small team, it’s important that you can fit in well with their friendly, hard working team.
Ideally you will be Diploma Qualified but those who are happy to work towards this qualification will also be considered. The company will fully support you with studies towards the Diploma and on to the Advanced Diploma should you wish to continue to level 6.

On Offer

The company are willing to offer a generous salary and benefits package including up to £40,000 basic, plus benefits including bonus (generally in region to 8-10% of basic), they also offer a 9% contributory pension, DIS, IP and further flexible benefits.
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Deadline: 21-06-2024

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