£24000 - £28000/annum 15% Target Bonus
17 Jul 2017
16 Aug 2017
Contract Type
Full Time
I have exciting opportunity with an expanding business here in Wakefield who is looking to employee two Paraplanners. If you are an Senior Financial Administrator my client is looking to develop their employees within and are happy to fund your diploma qualification.

An excellent opportunity to gain on the job training, your duties will include:

* Specialise in Bonds, Unit Trusts, Wealth Management, and Taxation
* Prepare suitability letters in accordance with the agreed recommendations
* Complete application / proposals forms
* Make sure all compliance paperwork is in order
* Make changes to clients' investments as instructed
* Implement the chosen investment strategies
* Preparing and maintaining the client file
* Check all compliance paperwork is present
* Confirm client risk profile is determined
* Discuss client objectives with planner
* Identify and obtain the information necessary to compile financial cashflow forecast
* Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
* Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
* Establish and build strong relationships with clients and attend client meetings with planner
* Organise future planning meetings with client

Key skills/Experience required

* Understanding of the Financial Planning process
* Able to work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Prioritise and plan own workload
* Detailed and accurate
* Articulate
* Excellent inter-personal skills, both written and verbal
* Ability to multi-task and prioritise effectively
* Good IT skills
* Good report writing skills
* Ability to work independently and in a team
* Knowledge of financial services world


* £24,000 to £28,000 per annum
* 15 % Target Bonus
* Private Medical Insurance
* Free Parking
* Pension
* Kitchen
* £5K Funded qualification
* 25 days holiday plus stats
* 9am - 5pm Monday to Friday
* Most people are promoted within

Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer