Paraplanner

This Paraplanner job in York
provides opportunity to join a well-established business offering bespoke
personal and corporate financial planning 

As a Paraplanner, you will be
supporting the Director through undertaking paraplanning responsibilities to
assist them providing quality financial planning and great client service. Your
duties will include:

• Undertaking high quality research on full range of financial
  planning products
• Preparing and writing detailed suitability reports
• Building cashflow modelling through Voyant
• Undertaking fund analysis through FE Analytics
• Producing illustrations and charges documents

You will be joining a team of
administration and wealth support.

Paraplanner Requirements

• You should have experience of the paraplanning duties listed above
• Individuals working towards or attained Level 4 Diploma in
  Financial Planning would be preferable
• Individuals with experience of using Voyant and FE Analytics would
  be preferable

The Company

This long established financial
planning firm of over 30 years, is well respected for their professional and
client focussed advice. The team enjoy working closely together to support
their clients

Paraplanner Benefits

• Salary of £35,000 – £40,000 depending on experience
• Office based role
• You will be joining their friendly team

Locations

York

Call us now on 0208 0044 154 or click Apply

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