1 to 1 of 1 Permanent Management Information System Jobs in Wakefield

The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + … work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include: of Fact Find Information to ensure it meets FCA requirements with the identification of demands and needs and possible solutions assessment to investment risk and capacity for loss … all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc) Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to more »