Paraplanner

Location

Yorkshire: North Yorkshire.

Salary

£25,000 - £35,000

Job Reference

DFP50465

Job Profile

As a Paraplanner / Financial Services Administrator you will join a small team of IFA’s and support staff where you will provide paraplanning / financial services administration support to the IFA’s checking fact finds, obtaining illustrations / quotations and helping write recommendations / suitability reports.  You will also be a key contact to clients helping with queries and information requests.  You will be working with a wide range of Financial Services products including Life, Protection, Pensions including specialist pensions and Investments.

Applicant Requirements

  • You will have Financial Services Industry experience ideally working within an IFA environment.
  • A good understanding of the Financial Services Industry.
  • Experience working with Life, Pensions and Investments products.
  • Be able to obtain quotations / illustrations
  • Ideally have experience writing suitability reports and recommendationsYou will have excellent communication skills both verbal and written
  • Possess industry qualification and be keen to continue to study and take further qualifications
  • Excellent IT skills are essential, industry IT systems experience is ideal however full training can be provided.

This is a full-time, permanent role working Monday to Friday 9.00am – 5.00pm. up to £35k basic per annum plus free parking, pension, Life Assurance, office closure at Christmas, holiday birthday, option to purchase extra holiday, incentives towards Industry qualifications.  The office is situated within commutable distance from Scarborough and surrounding areas as well as York, Malton, Pickering & Whitb

Contact

Donna Pastor
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.
Email: dfpastor@iauk.co.uk
IAUK

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