Job Description
Paraplanner
Leeds
£35,000 - £42,000
NJR now have an excellent exclusive opportunity for an ambitious Paraplanner to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre
What's in it for you?
* Competitive Salary
* Hybrid working after probationary period
* 25 Days Holiday + Bank Holidays
* Death in service cover
* Private Healthcare
* Full Study Support
* Early Finish on Fridays
* Dress Down Fridays
The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines.
Working collaboratively with the financial adviser and as part of a busy and friendly team the successful candidate will be responsible for:
* Reviewing and understanding existing scheme information from providers.
* Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
* Contacting clients and providers as required
* Completing accurate, detailed and thorough Suitability Reports, using templates to support and adding free text as needed
* Ensure compliance with office policies and industry regulations.
* Any other general administrative/research duties as required
What do we need from you?
* Previous experience as a paraplanner, ideally at an IFA firm, although those from a restricted background would be considered
* Level 4 Diploma qualified as a minimum, although chartered is preferable
* Strong knowledge across financial products including trusts and IHT Planning
Our Client is looking for a proactive individual, who has the passion and drive to succeed in a fast paced, professional environment, in return they will fully encourage those who are keen to progress, offering ongoing training and development for those wishing to advance with a career in Financial Planning.
For further information please apply today or contact one of our specialist consultants quoting REF NJR:15817