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Paraplanner – Bradford - Bradford

£25000.00 - £35000.00

Douglas Charles recruitment are delighted to be working alongside a true market leader in Wealth Management, during an exciting period of growth and progression. They are seeking an experienced paraplanner to join their growing team.

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Duties, although not limited to, will include –

  • Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Adviser
  • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
  • Attending and contributing to meetings – both internal and external – and delivering group and individual training on topics appropriate to the role
  • Participating in ad hoc projects and tasks as and when required

Requirements –

  • The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text
  • CII Diploma in Financial Planning (as a minimum)
  • Experience liaising with third party providers
  • Experience within Private Wealth Management
  • paraplanner, financial services, wealth management, pensions, investments –

Douglas Charles endeavour to respond to all applicants via email or phone to inform you of the outcome of your application. Rest assured you will be fully supported throughout the process.

Job Type: Full-time

Salary: £25,000.00 to £35,000.00 /year

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What Our Clients Say

Sharon and David at Douglas Charles listened and understood my dilemma when I had a problem. Only then did they look for suitable relevant opportunities for me.

Within two weeks I had two job offers. I would recommend Douglas Charles to anybody who is looking for new staff or a new job.

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Mark Robinson
- Burrow & Crowe Ltd

I have used Douglas Charles recruitment for our professional needs.

They are an amazing agency and they take the time to actually listen and get to know the company and the ethos that they are recruiting for. This is what sets them apart from the rest.

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