Paraplanner

This Paraplanner job in York provides opportunity to join a well-established business offering bespoke personal and corporate financial planning

As a Paraplanner, you will be supporting the Director through undertaking paraplanning responsibilities to assist them providing quality financial planning and great client service. Your duties will include:

• Undertaking high quality research on full range of financial planning products
• Preparing and writing detailed suitability reports
• Building cashflow modelling through Voyant
• Undertaking fund analysis through FE Analytics
• Producing illustrations and charges documents

You will be joining a team of administration and wealth support.

Paraplanner Requirements

• You should have experience of the paraplanning duties listed above
• Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable
• Individuals with experience of using Voyant and FE Analytics would be preferable

The Company

This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The team enjoy working closely together to support their clients

Paraplanner Benefits

• Salary of circa £35,000 depending on experience
• Office based role
• You will be joining their friendly team

Locations

York

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