Full job descriptionFindCore are thrilled to be assisting an award-winning financial planning firm with the recruitment of a Senior Paraplanner.
Permanent, full-time position based in Boston Spa, Wetherby, with free on-site parking.
Salary
Fully negotiable, depending on experience + bonus of up to 15% of salary
Key Responsibilities
*Provide technical paraplanning support to Financial Planners.
*Carry out research and analysis based on individual client needs and objectives.
*Prepare Financial Plans and Suitability Reports.
*Collate supporting documentation for recommendations and provider selection.
*Attend client meetings where required, taking notes and following up on agreed actions.
*Manage workflows, tasks and case progression.
*Ensure all work meets compliance, risk and quality standards.
*Liaise with clients and providers regarding technical queries and ongoing cases.
Skills & Experience
*Minimum 18 months’ experience within a Paraplanner or similar financial planning role.
*Level 4 Diploma qualification or higher.
*Good understanding of the financial planning process and associated compliance requirements.
*Strong report-writing, research and analytical skills.
*Good technical knowledge across financial planning products, particularly pensions.
*Comfortable working with financial planning, modelling and back-office software.
*Experience supporting high-net-worth clients would be advantageous.
*Strong communication, organisation and attention to detail.
*Desire to progress towards Chartered or Certified Financial Planner status would be beneficial.
What’s on Offer
*Fully negotiable salary depending on experience.
*Bonus potential of up to 15% of salary.
*27 days’ annual leave plus bank holidays, increasing with service.
*Additional day off for your birthday.
*Generous company pension scheme.
*Life assurance.
*Private medical insurance and private healthcare scheme.
*Ongoing financial and study support for professional qualifications.
*Some flexibility around working arrangements.
*Free on-site parking.
*Excellent long-term progression within an established financial planning business.
Please apply.