• Location:

    Skipton, North Yorkshire

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £30000 - £40000 per annum + comprehensive benefits and bonus

  • Contact:

    David Elders

  • Contact email:

  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Start date:


Skipton - North Yorkshire
£30,000 - £40,000 + Excellent training, pension, PMI, bonus, exam support, free parking

I am currently recruiting for a Paraplanner position for a top Wealth Management firm based in Skipton. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investments, Personal and Group Pensions, IHT and Life advice.
You will provide technical support to one of the Directors of the business which will include all aspects of report writing and producing suitability letters, research and client correspondence.

The ideal candidate MUST HAVE previous experience in supporting an IFA or Wealth Consultant and be technically proficient across the full product range. You must be organised, be able to work autonomously and have some industry qualifications with a view to attaining more of these (full support will be given in this respect). You will be required to provide technical report writing so experience in this area is required.

A market leading salary, excellent benefits package and a fantastic working environment are on offer alongside monthly and yearly individual bonus.

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.