Paraplanner
Tenet
Northallerton, North Yorkshire, United Kingdom
2d ago

Paraplanner, Northallerton, £30,000 £35,000

We are searching for an experienced Paraplanner for a firm based in the beautiful North Yorkshire market town of Northallerton.

If you want to be a part of an outstanding Financial Advice firm, offering a vast range of services; working alongside, and learning from, an incredible team, this could be the role for you.

The primary focus of the role will be formalising the Financial Planner’s recommendations into a report, as well as managing ongoing compliance.

You will be given the opportunity to build your skills, to train further and develop and will be part of a growing and forward-thinking firm who take immense pride in the service they deliver to their clients.

You will be familiar with the Financial Advice market, will recognise the importance of building strong relationships, and will have exceptional drive and determination to secure the best outcomes for clients.

Day to day duties will include (but of course won’t be limited to) :

  • Creating and maintaining strong relationships with clients as well as colleagues and providers
  • Liaising with providers in relation to both new and existing business
  • Providing outstanding support to clients
  • Assisting with technical queries
  • Writing investment recommendation based on a client fact find, in conjunction with advisor input and guidance
  • Preparation of cash flow models
  • Preparation of suitability, financial and annual reports
  • Assisting with financial modelling projections
  • Completion of files to ensure compliance standards are met
  • Helping with the compliance requirements of the firm
  • The successful applicant will ideally hold, or will be working towards, a Level 4 Diploma in financial advice (DipFA) or equivalent.

    You will have a good working knowledge of compliance and be up to date with new legislation. As well as having experience in a similar Paraplanning role, you will have wide product knowledge of the Financial Services market and will be passionate about exceeding expectations and you will be hungry to develop in your Financial Services career.

    In return you’ll receive an excellent benefits and salary package, will be training and developing constantly and will have the opportunity to progress your career and reach your true potential.

    Click apply today, or give us a call for more information.

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