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Recruitment Connection Ltd
11th March 2024
Otley, United Kingdom
Job Type
£35,000 plus benefits



West Yorkshire

Competitive basic and good benefits

My client is an expanding IFA firm looking for an experienced paraplanner to work from the company’s main office and help with research and report preparation .

Your main role is to support the financial planners in creation of advice reports and technical analysis, whilst liaising with the administration team to offer the highest level of service to the company clients.

You will be producing detailed and structured financial planning reports, liaising with the advisers to ensure individual cases are completed accurately and quickly. You will be using Financial Services industry software to produce cashflow modelling, product research and investment analysis as well as maintaining the company’s database and online client files with relevant information.

You will also be expected to keep up to date, compliant and knowledgeable on current products, techniques, legislation, qualifications and courses required by the company or the industry

Ideally you must diploma qualified or very close to and have previous experience within the UK IFA market. You must have excellent communication skills and knowledgeable in the advice process .

Ref 5175

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