Paraplanner

Paraplanner Leeds £40,000 to £45,000 plus benefits. Hybrid and flexible working, with free car parking.

Are you open to developing your career as a Paraplanner, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Leeds.

The role comes with a competitive salary (circa £45,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

• Writing Financial Planning Reports that our Planners present to clients.
• Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
• Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
• Arranging for plans to be submitted to provider companies.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Preparation of client review packs.
• Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all company and industry guidelines, rules and regulations.