Paraplanner

ParaplannerWakefieldc. £35,000 to £42,000 plus benefitsAre you open to developing your career as a Paraplanner, with the potential to progress to Trainee IFA in 12 - 18 months? If so, I have a fantastic opportunity I am currently recruiting for with a regional IFA practice, going through rapid growth.The role comes with a competitive salary (£35,000 to £45,000 per annum dependent upon experience and qualifications), benefits and a great team environment.The key duties of the role will include:Writing Financial Planning Reports on behalf of the Managing Director.Supporting the Managing Director by conducting research on products and helping find the right solutions for our clients.Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.Arranging for plans to be submitted to provider companies.Maintain client records on the company software and ensure the client and firm''s files are well presented, accurate and compliant.Preparation of client review packs.Illustration requests.Keep up to date with financial products and legislation.Comply with all company and industry guidelines, rules and regulations.For further information please send your CV to co .uk or contact Stuart directly. ..... full job details .....