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Financial Adviser Paraplanner
| Posting date: | 19 August 2024 |
|---|---|
| Salary: | Not specified |
| Additional salary information: | Salary will be competitive and relative to experience |
| Hours: | Full time |
| Closing date: | 18 September 2024 |
| Location: | Wetherby, West Yorkshire |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Sheavyn Associates Financial Management Ltd |
| Job type: | Permanent |
| Job reference: |
Summary
Hybrid Role could be discussed with odd days being worked from home.
Competitive Salary
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
The business
The business is a fast-growing and well-established Financial Services practice based in Yorkshire with financial advisers based in various areas . The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in the Wetherby office.
The Role
As a Paraplanner, Working closely with the advisers, duties and responsibilities will include:
• Writing and tailoring high quality suitability letters based on consultation with the Adviser
• Attending client meetings (when required)
• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
• To complete compliant suitability reports
Requirements
• Level 4 Diploma (or close to completion) or equivalent experience.
• Experienced in dealing with High Net Worth clients (desirable)
• Reliable and diligent
• Excellent working knowledge surrounding the key areas of Financial Planning
• Strong commercial and technical knowledge
• Personable and professional
• Ability to complete the submission of business for compliance checking and dealing effectively with feedback.
Benefits:-
Salary Competitive
Hybrid working
Employer Pension
24 days + 8 bank holidays
Competitive Salary
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
The business
The business is a fast-growing and well-established Financial Services practice based in Yorkshire with financial advisers based in various areas . The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in the Wetherby office.
The Role
As a Paraplanner, Working closely with the advisers, duties and responsibilities will include:
• Writing and tailoring high quality suitability letters based on consultation with the Adviser
• Attending client meetings (when required)
• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
• To complete compliant suitability reports
Requirements
• Level 4 Diploma (or close to completion) or equivalent experience.
• Experienced in dealing with High Net Worth clients (desirable)
• Reliable and diligent
• Excellent working knowledge surrounding the key areas of Financial Planning
• Strong commercial and technical knowledge
• Personable and professional
• Ability to complete the submission of business for compliance checking and dealing effectively with feedback.
Benefits:-
Salary Competitive
Hybrid working
Employer Pension
24 days + 8 bank holidays