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Location: SKIPTON, NORTH YORKSHIRE Salary: 25000 - 40000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3103686
Paraplanner - Skipton Salary dependant upon experience, excellent benefits including Bonus, Pension, Parking 

I am delighted to be working in partnership with an IFA practise, who are currently looking to add a Paraplanner to their existing team.
This is a fantastic opportunity to support professionally qualified Independent Financial Advisers.
The Advisers offer an independent, personal and proactive advisory service to clients, they will typically provide advice on the full range of financial planning services such as, Pensions, Investments and Protection products.
This is an excellent opportunity if you are looking for a career, with a firm who will invest in your future.

As a successful candidate you will be;

Working closely with the Financial Advisors.
You will be responsible for assisting the Advisers in achieving and where possible exceeding their annual targets and objectives.
The key purpose of the role is to research, analyse and compile Financial reports.
You will also be responsible for initiating and maintaining contact with new and existing clients.
You will work in conjunction with the Financial Advisors and provide financial advice and on-going service to prospective and existing clients.
Research, analyse and compile Financial suitability Reports
Handling existing client queries wherever possible.

In order to apply you will need to have experience of working as a Paraplanner, within an IFA practice.
Experience of working within a high pressured environment
The ability to maintain and achieve targets set.
Excellent interpersonal skills and telephone manner
A proven track record of organisational and administrative planning skills
Be highly numerate
Have excellent attention to detail
Proven ability to work on own initiative
The ability to work well within a team environment and build effective working relationships both internally and externally
Good knowledge of Microsoft Office
Have a minimum of Level 4 qualification
Chartered status would be ideal.
Accurate keyboard skills

In return you will have the opportunity to work for a highly successful national Financial Services company, and receive a competitive salary comensurate with your experience, which could be up to £40,000, as well as a whole host of benefits and the opportunity to progress your career within Financial Services. 

In order to find out more please do not hesitate to contact myself, Helen Spriggs on 0113 2368957, or email your cv to

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