Paraplanner
<p><strong>Our client, a boutique firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.</strong></p> <p><strong>Working closely with the advisers, duties and responsibilities will include:</strong></p> <ul> <li>Writing and tailoring high quality suitability letters based on consultation with the Adviser</li><li>Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations</li><li>To complete compliant suitability reports</li></ul> <p><strong>The Person:</strong></p> <ul> <li>Level 4 Diploma (or close to completion) (essential)</li><li>Experienced in dealing with High Net Worth clients (desirable)</li><li>Reliable and diligent</li><li>Excellent working knowledge surrounding the key areas of Financial Planning</li><li>Strong commercial and technical knowledge</li><li>Personable and professional</li></ul> <p><strong>In return this opportunity offers a basic salary of between £40,000 & £46,000, home working, full study support, bonuses and fantastic benefits package.</strong></p>