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Paraplanner, Leeds, up to £30k + benefits

£25000 - £30000 + benefits

Our client is an award winning firm of Financial Advisers with a renowned reputation for offering impartial financial solutions to
both individuals and companies.

They currently have an opportunity for an experienced Paraplanner to join their Leeds office.

A good knowledge of Pensions and Investments (including IHT and DB transfers) is essential.

The Role

  • Discuss client objectives with advisers
  • Liaise with other support staff as necessary
  • Identify key areas to address in conjunction with consultant
  • Consider current and future asset allocation with regard to client objectives and risk profile
  • Undertake necessary research to identify suitable solutions to meet the client’s needs
  • Prepare comparisons for analysis by consultant
  • Draft suitability report in accordance with the agreed recommendations
  • Prepare proposal forms
  • Ensure all regulatory and internal requirements are met
  • Monitor implementation process through to completion
  • All cases to be dealt with in accordance with an agreed timescale subject to all information and documentation being made available.

Key Skills

  • Good understanding of financial services sector
  • Good understanding of the Financial Planning process including regulatory requirements and expectations
  • Good technical knowledge of investments particularly in the area of pensions
  • Able to work within defined parameters and to agreed timescales
  • Ability to achieve agreed outcomes without supervision
  • Good communication skills, written and verbal
  • IT literate particularly Word and Excel
  • Good report writing skills
  • Ability to work independently and in a team

Qualifications and benefits

  • You should be at or working towards diploma status
  • Basic salary of £25,000 - £30,000
  • A range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: