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Senior Paraplanner

  • Salary: £35000 - £38500 per annum + benefits package
  • Location: Wakefield, West Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    09 Nov 2018
  • Job reference: 31795

My client are a well established chartered independent financial advisory practice who are looking for Paraplanners to join their team in Wakefield due to expansion of the business. The Paraplanner will report into the operations side of the business and support Advisers in non-client facing tasks. You will work within a team of Paraplanners surrounded with different levels of ability.

The Paraplanner will be expected to check all paperwork is compliant to the FCA regulation, they will check the risk profile of the client has been determined correctly. Prepare documentation such as illustrations, suitability letters and draft recommendation reports that will be discussed with the Financial Adviser.

Essentials for the opportunity:

  • A full understanding of the financial planning process and FCA regulations, financial crime and money laundering legislation as well as a deep understanding of data protection
  • Depth of knowledge surrounding pensions, investments, taxation and protection
  • Level 4 Diploma in Financial Planning or working towards
  • Soft skills such as time management, independent working and attention to detail are key in this role
  • IT skills including software packages such as Iress, FE Analytics and PPOL

In reward you will be offered a salary of £35,000+ which is negotiable dependent on experience, a full employee benefits package as well as free parking, socials and support and payment of industry specific qualifications.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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