Paraplanner

Job Title:
Paraplanner

Industry: Financial Planner

Location:
Leeds

Salary: £35,000 - £45,000 (Depending on experience and qualifications)

Hybrid on offer

Job Reference: 10424

Job Description:

Recruit UK are working with a prestigious client based in Leeds, who are looking for a Paraplanner to join their team.

As a paraplanner you will provide technical research services to the Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the practice to achieve its goals.

This role is open to Technical Paraplanners and Paraplanners who are currently doing the role but close to their last exam.

Duties will include but not limited to:

• Create suitability reports following annual reviews and new business client meetings
• Research products and preparing recommendations
• Responsible for technical research, cash flow modelling, producing recommendations
• Attending client meetings where appropriate
• Client focus ensuring clients receive the best possible service every single time
• Adhere to FCA regulations and ensure compliance

Benefits:

• Competitive salary of £35,000 - £45,000
• Hybrid working
• Pension contribution & lots more

Skills and experience required:

• Experience working in a Paraplanning position
• Level 4 Diploma in Financial Planning, or equivalent (or working towards)
• Strong analytical and report writing skills
• Knowledge and experience of all areas of financial planning