Search Consultancy
09 Apr 2017
09 May 2017
Contract Type
Full Time

£26,000 - £38,000 basic (depending on experience) plus benefits

An excellent opportunity has arisen in the Halifax area to join a regional Wealth Management firm working within their Private Wealth IFA team as an experienced Paraplanner.

You will be working in a role created purely due to organic growth within the company as the IFA's successfully increase their client portfolio's. You will be joining an existing team of 4 paraplanners with a further 6 administrators providing additional support.

My client is seeking a qualified candidate with experience as a Paraplanner in an IFA environment. You will ideally be Diploma level qualified (or working towards this) and this would be reflected in the salary on offer. The successful candidate will have experience of undertaking research and report writing and producing suitability letters predominantly across Investments and Pensions in the private/personal wealth arena. You will support between 8-10 IFA consultants within the business with the technical side of their role, allowing the Consultants to concentrate on sales and advice to clients.

In return my client offer a market leading basic salary with genuine progression within the business.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.