Paraplanner
Leeds, Hybrid Working | up to £45,000 + Benefits
We are working with a growing and forward-thinking financial planning business that is looking to recruit a Paraplanner to join its team. This is an excellent opportunity to join a supportive environment where you'll work closely with experienced Financial Planners and gain exposure to a wide range of technical cases.
The business combines modern technology with a highly personalised approach to financial planning, providing advice to private clients, families and business owners. They are committed to delivering excellent client outcomes and investing in the development of their staff.
The Role
Working alongside the Financial Planners, you will provide technical support and research, ensuring advice is delivered efficiently and to a high standard.
Responsibilities will include:
• Preparing suitability reports and recommendations to agreed deadlines
• Undertaking technical research across pensions, investments and protection
• Reviewing existing client portfolios and arrangements
• Assisting with investment proposition research
• Cashflow modelling and analysis
• Gathering and interpreting client information from fact finds
• Liaising with providers and handling technical queries
• Ensuring advice meets FCA and Consumer Duty requirements
• Supporting Financial Planners in delivering an excellent client experience
• Participating in team meetings and, where appropriate, client meetings
About You
Applicants should have previous experience within a Paraplanning role and possess a strong understanding of retail financial planning products.
You will ideally:
• Hold the Level 4 Diploma in Financial Planning or be working towards it
• Have experience producing suitability reports and carrying out technical research
• Possess strong analytical and report-writing skills
• Have experience using cashflow modelling software
• Be highly organised with excellent attention to detail
• Enjoy working as part of a collaborative team
What's on Offer
• Salary of up to £45,000 depending on experience and qualifications
• Hybrid working
• Support towards professional qualifications
• Exposure to a wide range of technical financial planning work
• A supportive and collaborative culture
• Genuine opportunities for continued development and progression
This opportunity would suit a Paraplanner who enjoys the technical side of financial planning and is looking to develop their career within a modern, client-focused business.
Sector:
- Financial Services
- Financial Planning
