Paraplanner

Find Core are thrilled to be assisting an established independent wealth management firm with the recruitment of a Paraplanner.

Permanent position. This role will be based in the company’s central Leeds office. (There are other roles available in Harrogate and Boston Spa)

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with the preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm’s preferred provider panels.
• Monitor recommended providers, products and investment structures on an ongoing basis.
• Work with the Technical team to update standard reports, recommendation wording and advisory tools.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and professional introducers.
• Provide technical guidance and training to other members of the team.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

• Minimum of two years’ experience working as a Paraplanner.
• Level 4 qualified preferred, will consider working towards level if sufficient experience.
• Minimum CII Diploma or equivalent including pension planning papers is preferred.

• Excellent analytical and problem-solving abilities.
• Strong written communication skills with excellent attention to detail.
• Ability to interpret complex technical information and communicate it clearly.
• Competent using Microsoft Excel to an intermediate level.
• Strong organisational skills with the ability to manage competing deadlines.

None specified.

• Fully negotiable salary based on experience and capabilities.
• Hybrid working following the initial office-based training period.
• Employer pension contribution.
• Death-in-service benefit of four times annual salary.
• 24 days’ annual leave plus bank holidays.
• Discretionary bonus.
• Vitality private medical insurance.
• Professional examination support and technical training.
• Support towards the Advanced Diploma and Chartered Financial Planner status.
• Senior position reporting directly to the Managing Director.
• Opportunity to influence the firm’s technical processes, provider panels and advice standards.
• Supportive and experienced wealth-management team.
• Central Leeds office location.