Paraplanner Hybrid Working

ZipRecruiter; Huddersfield; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a Paraplanner to join their rapidly growing team in Huddersfield. This hybrid role offers flexibility and the opportunity for career progression. You will support financial planners by gathering client information, preparing reports, and managing client relationships. With a strong focus on professional development and a supportive work environment, this role is perfect for career-minded individuals looking to make a significant impact in the financial services industry.

Qualifications

• Good knowledge across all advice areas including investment and pensions.
• Excellent report writing skills and high technical knowledge.

Responsibilities

• Support financial planners in delivering bespoke solutions to clients.
• Prepare suitability reports reflecting proposed strategies.

Skills

Interpersonal Skills

Communication Skills

Report Writing

Financial Planning Knowledge

Client Relationship Management

Education

Level 4 Qualification

Job description

Job Description

Paraplanner, Hybrid working, Huddersfield, Salary up to £50,000 (dependent on experience), with opportunities for progression. A significant element of working from home is available if desired.

This role is ideal if you are based anywhere in the West Yorkshire area.

Are you a career-minded individual seeking to join a rapidly growing team and support a successful business in its next stage of development?

Would you like the opportunity to work as a Paraplanner for a company that offers considerable flexible working?

This could be a fantastic opportunity for you.

The main purpose of the role:

1. Support and assist financial planners in delivering bespoke solutions to clients as part of the financial advice process.
2. Gather and interpret client information and contribute to formulating suitable strategies to meet client objectives.
3. Prepare suitability reports reflecting the proposed strategies.
4. Manage client relationships and handle calls politely and professionally.
5. Coordinate with advisers regularly to work on cases and provide updates.

To apply, you will need:

• Good knowledge across all advice areas (investment, pensions, etc.).
• Excellent interpersonal and communication skills.
• A good understanding of the financial planning process and the financial services industry.
• Excellent report writing skills and high technical knowledge.
• Level 4 qualification.

In return, you will earn an excellent salary, enjoy flexible working, receive fantastic benefits, and have the opportunity to grow your career in the direction you choose.

If this sounds like something you are interested in and you meet the above criteria, please apply or contact HELEN SPRIGGS on LINKEDIN for an initial chat.