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Experienced Paraplanner – West Yorkshire

Yorkshire

Salary dependent on experience

A new opportunity has arisen for an experienced Paraplanner to join a successful Independent Financial Planning practice in West Yorkshire.

Recruiter

Jacobs Financial Ltd

Posted

22 October 2018

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Working within an established successful team, you will support two experienced Advisers in areas of High Net Worth including complex pensions and investments work. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports, and assist the Advisers in establishing new client relationships.
You will already be Diploma level 4 qualified and be looking to progress further, in addition you will have previous experience of working within an IFA environment.
You will benefit from working for a professional and recognised IFA firm that will encourage you to learn new areas of wealth management. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.

The Candidate:

Essential:

• PRACTICAL EXPERIENCE AND KNOWLEDGE OF AN IFA ENVIRONMENT
• Diploma Level 4 Qualified
• Keen to progress with Industry exams (Working towards Level 6)
• To be able to work on own initiative with great attention to detail
• Strong interpersonal skills, drive and energy
• Motivated by working in a fast-paced environment
• Organised and able to prioritise
• Educated to GCSE level or equivalent with grade C or above in Maths & English
• Able to use software packages such as Excel/Word/Outlook

Beneficial:

• A good working knowledge of IRESS Adviser Office
• Previous experience of the Standard Life, Cofunds, Transact and Aviva wrap platforms

What we offer:

• 35 hour working week
• Pension Scheme
• Death in Service cover
• Additional Employee Benefits
• Structured personal development
• Free on-site parking

EMAIL RECRUITER

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