Paraplanner

  • Location

    Ilkley, West Yorkshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus and Benefits, Negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2274_1583227479

  • Published:

    7 months ago

  • Expiry date:

    2020-04-02

  • Consultant:

    #

Paraplanner Vacancy - Part Qualified or Trainee's considered - Salary up to £30,000 plus Benefits - Ilkley

MB Fitzgerald are working with a well established and highly successful firm of IFA's and Insurance Brokers to recruit a Paraplanner for their growing team in Ilkley, West Yorkshire.

The successful candidate will be joining a friendly, supportive team who work together to provide their clients with a first class service. As a Paraplanner, you will be responsible for:

  • Report writing for a range of pension, investment and estate planning cases
  • Production of research and analysis on our back office tools - O&M, FE Analytics;
  • Production of quarterly valuations - from platform and/or back office system (Adviser office);
  • other duties to include assisting with LOA, administration and business submission as required.

Candidates will ideally be experienced Paraplanners, having worked for an IFA practice (or similar). Previous report writing experience is essential and ideally you will be level 4 qualified, although the client has stated that they would be happy to support candidates who have not achieved qualifications.

This is an ideal role for a local candidate who is keen to find a supportive, well established business who will help them to further their career.

Salary on offer is up to £30,000 plus company benefits including pension and study support.