Candidate Of The Week...
Candidate 4318
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Date Added: 14/04/2021

Executive Search Job

A well-established, family run IFA business has asked us here at Juice HQ to recruit a remote Paraplanner to their expanding team on permanent basis.


Sector: Personnel
Type: Executive Search
Location: Wakefield
Salary: £30-40k DOE

Key Responsibilities

Providing a back office, administrative service which will allow the team of financial advisors to carry out their day to day, client facing duties.


This is a core role within the business, and will play a key part in the businesses growth and succession plans.


Key Responsibilities

  • Research & prepare fully compliant reports for the Adviser's clients, supporting the recommendations made.
  • Conduct annual reviews in line with SLA's
  • Consider the various online facilities offered by product providers and select the ones that would most suitable.
  • If applicable, review file notes and issue clear instruction of requirements to admin
  • Update and maintain the work-flow and AO activities as and when required
  • Work alongside the advisors, on advice strategies
  • Developing excellent relationships with providers and arranging /attending meetings as and when necessary
  • Limited interaction with clients

Key Skills and Experience

  • Previous Paraplanning experience
  • Understand the financial products and services available to clients and the ability to assess suitability in line with clients goals
  • Strong pensions / investments / protection product and taxation knowledge
  • Diploma in Paraplanning (with aspirations to be Chartered) or Level 4 Diploma in Financial Advice
  • Apply the influence of taxation and other non-tax laws to the process of advising clients.
  • Strong organisational and communication skills
  • Superb IT Skills including MS Office
  • Minimum GCSE B grade in English and Maths

Personal Qualities


This is a real team player role which will be central to a team of 3 advisors requiring you to be organised, flexible and adaptable. Being reactive is a key skill as the work required will be ever changing and often, coming from all directions. Being pro-active is equally as important. Being the back office administrator to the advisors, they are wanting someone who can work with them and support them in the true sense, often knowing what is needed before being asked or told.

Someone who can remain calm when under pressure, present a consistent professional image of the business and have the customers best intentions at heart at all times is also imperative.

Closing Date

01/01/0001, 12:00


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"I found juice personnel extremely friendly and professional and made my job search a much more relaxed experience. Regular feedback and contact made me feel that I was really been looked after, and would definitely recommend them to friends and would use them again for a new job search and for recruiting in my role. Plus the girls were lovely!!!! Emma "

Emma Antsey - Placed in a permanent position

"I have known and used Agency drivers through Lynn for about 10 years. I have found Lynn to be honest and trust worthy, if Lynn could not cover a slot that we needed she would say from the off and not keep us hanging around. We have all drivers assessed before they can drive one of our vehicles and this is an area where Lynn has always been good for us. She has always kept new drivers coming for assessment so we did not run short of drivers. We used to have up to 20 drivers a day, over 24 hours, seven days a week. I have used several agencies over the past few years and Lynn (Juice) has been one of the best and still is. Lynn has always given us a reliable service. So, if it's a reliable service that you are looking for, ring Lynn Mortimer and the team at Juice. "

Large Northern Supermarket Chain

"Very professional and friendly staff. Made me feel at ease in the registering process and was very quick in finding me a suitable placement. From that placement I got offered a full time position. I would highly recommend Juice Personnel to anyone if you are looking for temp or permanent working positions."

Claire Issott - Temporary to permanent worker

"We have never used a recruitment agency before so needed an agency that understood what we needed and who we could build a long term partnership with. Juice have been great and found us a candidate who was a perfect fit for our business."

Northern Media

"Juice Personnel, is an extremely friendly, down to earth recruitment agency, whom I have used twice in my young professional career. The first being back in 2010, when I had first graduated and a little lost in the world of employment. They secured me a great temporary job, in which I had requested and in turn, developed in to a full time position. Since then, after moving on, traveling the world, I again found myself in the position of looking for a career change. I instantly remembered the amazing service and supportive nature of Juice and called them to help me find my current position. I cannot thank them enough for their helpful, friendly and supportive role, which they took in finding my new career and could not recommend them enough to others! Thank you Bex and the rest of Juice for all your efforts!"

Hannah Raison - Permanent Candidate

"Working with Juice has been so beneficial and advantageous as they will do anything with open arms to find the most suited job for you as they did for me. In my opinion they are unlike any other agency I have been with. They are very understanding of your previous employment and future employment and take into consideration what sort of field and environment you are wanting to work in. If you're ever unhappy with anything they will listen to your problems and solve them as quickly and as efficiently as possible. They are all very polite and lovely people to talk to and I've never been so happy or so settled in a job 2 days in, that they found me. An outstanding recruitment agency very recommended!"

Emily Duggan - Temporary to permanent

"I have only been registered with Juice Personnel for around six months and in that time they have managed to find me an amazing job opportunity suited well to my needs. Rebecca was dealing with all my interview arrangements and was so helpful and professional with every one, she has supported me when I was ridiculously nervous and helped me to land the job I have been waiting for. I could not have done it without her and would highly recommended anyone looking for something new, to register with this amazing recruitment agency!"

Laura Adams - Placed in a permanent role

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