Paraplanner

Our client, a boutique firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.Working closely with the advisers, duties and responsibilities will include:Writing and tailoring high quality suitability letters based on consultation with the AdviserExtensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsTo complete compliant suitability reportsThe Person:Level 4 Diploma (or close to completion) (essential)Experienced in dealing with High Net Worth clients (desirable)Reliable and diligentExcellent working knowledge surrounding the key areas of Financial PlanningStrong commercial and technical knowledgePersonable and professionalIn return this opportunity offers a basic salary of between £40,000 and £46,000, home working, full study support, bonuses and fantastic benefits package. ..... full job details .....