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Paraplanner, Leeds (CW-1897)

£30000 - £36000 plus benefits
Paraplanner, Leeds
This company is a well-respected and established Financial Planning organisation who provide a wide range of financial advisory services to both private and corporate clients.
As part of this experienced team, you will build strong relationships with the Financial Planners, as well as the rest of the Paraplanning and administration teams.
This is a hybrid role, giving you flexibility to work from both home and the office. Full training is given and career progression is supported through industry qualifications.
• Research, analyse and compile Financial Planning Reports
• Handling existing client queries wherever possible
• Providing research on a client’s existing portfolio
• Prospecting new clients, qualifying leads and enquiries
• Servicing existing clients by providing valuations and portfolio updates
• Quantifying and analysing clients existing investments
• Conduct research on clients’ financial planning arrangements to demonstrate suitability and sustainability to meet the clients’ stated needs and objectives
• Undertake investment portfolio analysis, including asset allocation analysis
• Compile investment/pension/protection illustrations, projections, and associated documentation
• Prepare technical and accurate suitability reports in line with company standards
• Prepare client service agreement letters
• Assist in the management of the Advisers’ client commitments, diary planning and management of fee income
• Ensure client files comply with the company business quality standards
• Provide support with ad hoc projects and tasks where necessary
About You
• Desire to develop professionally and have high levels of technical knowledge
• To excel and progress within a busy, performance related environment
• Have a basic knowledge of regulatory requirements
• At least 2 years’ experience as a paraplanner
• Experience of working within a high-pressure environment
• Experience of cash flow modelling and forecasting
• An eagerness to continuously learn and develop skills and knowledge
Skills & Knowledge
• Excellent interpersonal skills and telephone manner
• Excellent personal organisational and administrative planning skills
• Highly numerate with excellent attention to detail
• Proven ability to work on own initiative
• The ability to work well within a team environment and build effective working relationships
• Good knowledge of Microsoft Office with accurate keyboard skills
Salary and additional Benefits
• Competitive Salary up to £36,000 pa
• Company Pension scheme
• Flexible Benefits Package
• 25 days plus Bank Holidays
• Voucher schemes
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: