Job Description
Job Title: Paraplanner
Industry: Financial Services
Location: Central Leeds
Salary: Up to £45,000 (higher salary negotiable depending on experience)
Reference: 10218
Recruit UK is partnering with a leading Financial Advice firm in Leeds to recruit a Trainee or experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations.
This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
Responsibilities
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client's investment portfolio, performance, asset allocation, risk profile etc
- Fully understand compliance procedures
What's in it for you:
- Competitive starting salary Up to £45,000 (higher salary negotiable dependent on skill set)
- HNW Clients
- Excellent Benefits: Pension, death in service
- Great Paraplanning team
- Ongoing development to enhance your career
Skills and experience required:
- Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered
- Previous Trainee Paraplanning or Paraplanner experience
- Experience writing suitability reports
Get in touch or apply online to find out more about this opportunity!
