Our success is built on our people

For over 40 years, our business has been built on the strength of our people. We are always seeking talented individuals to join our team and who our clients can trust.

Experienced Paraplanner

Reference number: 301018/para

Closing Date: 30/11/2018

A new opportunity has arisen for an experienced Paraplanner to join to join our Wealth Management division in Ilkley.

Working within an established successful team, you will support two experienced Advisers in areas of High Net Worth including complex pensions and investments work. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports and assist the Advisers in establishing new client relationships.

You will already be Diploma level 4 qualified and be looking to progress further. In addition, you will have previous experience of working within an IFA environment.

You will benefit from working for a professional and recognised IFA firm that will encourage you to learn new areas of wealth management. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.

The Candidate:


 – Practical experience and knowledge of an IFA environment

– Diploma Level 4 Qualified

– Keen to progress with Industry exams (Working towards Level 6)

– To be able to work on own initiative with great attention to detail

– Strong interpersonal skills, drive & energy

– Motivated by working in a fast-paced environment

– Organised and able to prioritise

– Educated to GCSE level or equivalent with grade C or above in Maths & English

– Able to use software packages such as Excel/Word/Outlook


– A good working knowledge of IRESS Adviser Office

– Previous experience of the Standard Life, Cofunds, Transact and Aviva wrap platforms

What we offer:

– 35 hour working week

– Pension Scheme

– Death in Service cover

– 23 days holidays + bank holidays (pro-rated)

– Regular social events

– Structured personal development

– Free on-site parking


Please send covering letters and CVs to Jill Timperley (HR Support) – 

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