Paraplanner - Scarborough


Yorkshire: North Yorkshire.



Job Reference


Job Profile

Paraplanner / Financial Services Administrator - Financial Services Practice - excellent 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 & Whitby. 

An experienced Paraplanner / Financial Services Administrator is required to join an established and very reputable Financial Services Practice within the Scarborough area.

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 recommendations
  • You 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


Donna Pastor
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.

Thank you, your application has been sent.

Would you like to receive information about similar jobs?
Set up email alerts now! It's FREE!

Please complete all required fields and/or tick all boxes accordingly.


If you can see this input, leave it blank. Any content added will mean your email will not be sent.

Please tick this box to confirm you have read, understood and agree to our privacy policy.
Please tick this box if you are happy to receive marketing information from our company by way of jobs that match your experience and wishes. (This information could take the form of email, text or phone)