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Location: WAKEFIELD, WEST YORKSHIRE Salary: 22000 - 28000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 12 months ago Reference: 3069023
Paraplanner £22,000 - £28,000  + Benefits and lucrative bonus West Yorkshire 

My client, one of the leading Wealth Managers in the UK with a key office in West Yorkshire is seeking an experienced Paraplanner to support the ongoing growth of the business. This is a first class opportunity for an experienced and ambitious individual to join a highly regarded practice.

The ideal candidate will be Level 4 qualified and have strong experience within Financial Services. This will ideally be in a a paraplanning capacity although a sales/compliance bias will be considered.

Main Duties:
- To support Financial Advisers with the delivery of high quality, accurate reports in an efficient and timely manner.
- To produce high quality, accurate research
- To provide guidance and support to advisers in the production of full and accurate client information to support the advice process.

- To capture accurate MI for dashboard analysis.
- To assist with any new business initiatives, as required.
- To assist with research and surveys.

- Achieved Diploma in Financial Planning and commit to working towards Chartered status where appropriate.
- Demonstrate a strong awareness and technical knowledge of Financial Services Industry products
- Possess an understanding of the Financial Services Industry including the implications and expectations of RDR.
- Possess an in-depth understanding of compliance framework and other legal processes.
- Excellent communication skills both by phone and in writing.
- Exceptional report writing and presentation skills.

- An ability to produce effective technical and product research.
- Excellent IT skills and competent use of research tools.
- Excellent organisational and time management skills.
This is an excellent opportunity to join a practice that put their clients at the heart of everything they do.
The successful individual will be positive with a proactive approach to work and have a strong commercial awareness.

Should you wish to apply for this role please can you forward your most up to date version of your CV to Helen Spriggs at

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