OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE OFFICE TWICE A MONTH Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector. Key Responsibilities: Providing ongoing paraplanning support to the advisers and technical support to other staff Compilation of recommendation paperwork, including writing suitability reports. Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role. Writing technical and accurate suitability reports and client service agreement letters Experience Required: Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent or working towards. Prior experience in a Paraplanning role.