Product Features
Blog
Contact Us
Sign In
Profile Search & Selection Ltd
,
Leeds, West Yorkshire
Financial Services Paraplanner Leeds
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £28,000 per annum |
Overview
Juliette Lister and Lisa Tremlett are currently assisting an IFA who are presently recruiting for Paraplanners in West Yorkshire Offering the successful candidate an opportunity to work in a dynamic and progressive environment with strong management support, on-going training and personal development. Our client can look at Paraplanners part qualified right up to chartered status Paraplanner main duties include: Strong paraplanning experience and technical knowledge Ability to contribute to team discussions on best practice and continuing to improve compliance standards Confidence to raise any file issues with the Advisors Compliant suitability report writing skills and knowledge, making sure the reports are in line with current FCA requirements Offer technical support and guidance to the admin team, where required The ideal candidate will have the following experience & qualifications: Diploma Level 4 qualified or working towards this. Chartered Financial Planner or working towards the qualification Understand the financial planning process This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for this position candidates MUST have FINANCIAL SERVICES PARAPLANNING EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. This role would be suited to any of the following; Financial Services Paraplanner Financial Services IFA Independent Financial Adviser If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies