Paraplanner - York / hybrid working - Basic to £42k, generous bonus scheme
other jobs MI Search Ltd
Added before 8 Days
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £38,000 - £42,000 per annum, OTE, inc benefits, negotiable
Job Description:
This financial planning arm or a regional accountancy practice is currently seeking a paraplanner to join its team in their York office (hybrid working).
Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. In this role you will have administrational support.
You must have experience working in a paraplanning / report writing role and ideally hold level 4 diploma status although this is not essential.
Basic salary up to £42,000, generous bonus scheme, pension and benefits
Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. In this role you will have administrational support.
You must have experience working in a paraplanning / report writing role and ideally hold level 4 diploma status although this is not essential.
Basic salary up to £42,000, generous bonus scheme, pension and benefits
Job number 3631351
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