Trainee Paraplanner / Report Writer

  • Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £24000 - £30000 per annum + comprehensive benefits, hybrid working

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Published:

    28 days ago

  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

Trainee Paraplanner / Report Writer
£24,000 - £30,000 basic salary plus company benefits, free parking, exam support, hybrid home/office working

A successful Financial Planning company with an office near Northallerton are looking for a Paraplanner / Report Writer / FS Administrator to join their successful organisation.

I am looking for a support individual from a Financial Planning background to join the company and provide an important function in supporting the Advisors within the business.
The successful applicant will already have experience within an IFA/Wealth Management organisation providing technical administrative support ideally including some exposure to suitability report writing.

The main responsibilities within the role include providing accurate and compliant suitability reports, on-going monitoring of recommended structures and providers whilst working closely with the Directors / Advisors

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in a supportive and positive environment and receive a competitive salary package, full exam support, various company benefits and an ethical, professional working environment. You will work with varied and challenging clients and cases.

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