We are recruiting for a paraplanner
Investing For Tomorrow is a growing practice, extraordinarily engaged in the Halifax and Huddersfield community serving a very wide range of clients. The practice thrives on living its brand, ensuring clients make the most of their assets to enjoy today, and prepare for their future.
The practice is growing and therefore we need to grow the team, the next addition is an experienced para planner who wants to be in at the early stages of something great. Rewards will be good and will grow as the practice does.
Right now the practice is after experience before qualification, help will be very forthcoming for those who want to reach their potential in terms of qualified status, someone who has ‘been there and done it’ will be a best fit for this vacancy.
Attitude needed:
Committed
Hard working
Detail obsessed and determined to be excellent
Experience needed:
A wide range of financial systems including;
O&M Profiler, Selectapension, Adviser Asset, FE Analytics and the Synaptic Research tool.
Overall:
Put simply the successful candidate will need to write exceptionally competent reports analysing the finances of our clients and making the best recommendations to our advisor team.
