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Jobs  /  Paraplanning  /  Leeds

Paraplanner

up to £50,000Leeds+1 more locationPermanentPosted 2 months ago

Paraplanner

An established Chartered Financial Planning firm in Knutsford is looking to expand its highly valued Paraplanning team as part of ambitious growth plans over the next five years.

The company provides financial planning to high-net-worth individuals and has built an excellent reputation for professionalism, technical expertise and client service.

Paraplanners play an important role within the advice process and work closely with experienced, client-facing Financial Planners. The successful candidate will conduct detailed research, analyse client information and produce clear, technically accurate suitability reports.

  • Knutsford | Hybrid working | Competitive salary and excellent benefits

The role

  • Receive and interpret instructions following client meetings
  • Analyse clients’ circumstances, needs and objectives
  • Conduct pension, investment and product research
  • Develop appropriate financial planning solutions
  • Prepare suitability reports, illustrations and supporting documentation
  • Maintain clear records of all research undertaken
  • Prepare existing client files for ongoing reviews
  • Ensure client files remain accurate and compliant
  • Work closely with Financial Planners and the wider Paraplanning team
  • Contribute to the continued development of the firm’s advice process
  • The successful candidate
  • At least two years’ experience in a Paraplanning role
  • Level 4 Diploma in Financial Planning
  • Strong pensions and investment knowledge
  • Experience producing professional and technically detailed suitability reports
  • A clear understanding of the financial planning process
  • The ability to manage competing priorities and work without close supervision
  • A good understanding of compliance requirements
  • A positive, self-driven and collaborative approach

Package

This is an excellent opportunity to join a supportive and ambitious business where Paraplanning is recognised as a central part of delivering high-quality client outcomes.

  • Competitive salary based on experience and qualifications
  • Hybrid working with two days per week from home
  • 25 days’ annual leave
  • Employer pension contributions
  • Four times salary death-in-service benefit
  • Free parking
  • Support for continued professional development
  • Longer-term progression within a growing Chartered firm

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Also open

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Paraplanner, Leeds — mbf