Paraplanner – Stokesley, North Yorkshire

RecruitukLtd Salary: c£25k - £35k dependent on experience

Recruit UK is working alongside a unique firm that combines specialist legal services with financial advice to help families plan more effectively for their future. They are established financial advisers and are the first independent practice in the region to offer integrated legal and financial services, estate planning, wills and probate services with financial and wealth management advice to ensure family finances are protected and the right investment portfolios are put in place to fund families’ future needs. It is this unique blend of support, alongside a transparent approach to pricing; an experienced, hands on and friendly team; a focus on meeting client needs and a commitment to delivering the quality of service that keeps client relationships strong that defines their company.
They are currently seeing a huge influx in business and require additional support from an experienced Paraplanner. Working closely with the rest of the support team, you will be required to provide efficient Paraplanning and administration support to financial advisers, working within agreed business objectives. Duties will involve elements of report writing, compliance, research and general financial services administration and data maintenance.

To be considered for this position, you will have experience in paraplanning or senior administration in Financial Services. You will have experience in report writing with an analytical and methodical approach, will hold FPC or equivalent on route to obtaining Level 4 or Level 4 Diploma qualified.

Our client is more attracted to those individuals who have the ability to fit in with the office. It is a very friendly, positive environment and it is essential for it to continue this way, so you will be a team player, hard working with a positive attitude and excellent interpersonal and communication skills.
You will be able to hit the ground running and will have a professional approach at all times.

You will act as an additional liaison regarding new and existing research for the company and be pro-active in participating within practice meetings, so a professional appearance and demeanour are essential for this post as is having strong organisation skills, technical knowledge of Microsoft packages and financial systems.
In return, the successful applicant will receive a salary c£25,000 – £35,000 doe, generous holiday allowance and the potential to progress your skills within a well-regarded company.

To discuss this role in more detail, please contact Andrew Nicholson at Recruit UK on 01179170415 and quote reference 11639

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