The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team:
* Office Location: Guiseley, North Leeds
* Hybrid/Home Working: 100% office based
Package: £34-37k base DOE + bonus & full company benefits
* Benefits: Standard contributory pension, death in service plus medical/healthcare scheme
* Holidays: 25 days holiday + stats
* Working week: 35hrs p/w
The Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW circles:
* Analysis of existing portfolio and undertaking research to obtain suitable solutions in the market which can improve the client(s) position
* Preparing suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
* Producing relevant and accurate documentation at each stage of the process
* Building and maintaining cashflow analysis
* Attending and participating in client meetings with the adviser
* Liaising with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
The Person: ...