Paraplanner

The Company:
An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition.
Location:
Central Leeds
Working:
Yes – 4 days office | 1 day WFH
Package:
£32-40k base DOE + bonus and full company benefits (below):
25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package
The Role:
A
1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner. Duties include:
of existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and good performance for their investments
research to obtain suitable solutions in the market which can improve the client(s) position
suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
relevant and accurate documentation at each stage of the process
and maintaining cashflow analysis
and participating in client meetings with the adviser
with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
The Person:
Paraplanning experience a necessity coupled with exposure to supporting IFA’s/financial advisers in a full research/report writing capacity:
QCF level 4 Diploma qualified, with part-qualified candidates also considered
Technical knowledge and awareness across investments and pensions advice
Ability to use technical financial planning tools and ideally have some experience of software platforms such as: Intelligent Office, Voyant, Genovo, FE Analytics, i-Pipeline and Dynamic Planner
What next?
Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris - 07891479277 | #####