Paraplanner

Paraplanner - Wakefield, Yorkshire and the Humber

Ref: 117Tuesday 20 July 2021

We are seeking an experienced Paraplanner, ideally Level 4 Diploma qualified, with a good understanding and knowledge of relevant FCA regulations and guidance as well as sound product knowledge.

The role will be supporting our clients Wakefield office.

You will be responsible for assessing client requirements and researching, identifying and presenting solutions in support of Adviser recommendations. Carrying out financial analysis and producing reports and recommendations as well as ensuring all regulatory and compliance standards are met.

You will have excellent communication skills with accuracy and attention to detail; have the ability to work under pressure and to deadline, prioritising and organising workload to meet delivery expectations.

You can work remotely or in the office depending on your preference.

 

To be considered:

Experience as a Paraplanner is essential