Job Description
Paraplanners - Trainee to Senior
Leeds (Hybrid Working)
Permanent | Full-Time
A fantastic opportunity has arisen for Paraplanners at all levels to join a highly regarded and growing firm of financial planners based in Leeds city centre. These opportunities are not to work for a large consolidator.
Whether you are an aspiring Trainee Paraplanner looking for your first step into a technical role or an experienced Senior Paraplanner seeking greater responsibility and progression, this business can offer an excellent long term career path for you.
This respected firm provides holistic financial planning advice across pensions, retirement planning, investments, estate planning and protection. You will be joining a collaborative and supportive team environment where development, mentoring and progression are genuinely encouraged.
Paraplanner Opportunities - What’s on Offer:
* Competitive salary depending on experience and level, from Trainee through to Senior Paraplanner.
* Excellent bonus structure.
* Full study support and funding towards professional qualifications.
* Clear progression pathways with ongoing mentoring and development.
* Hybrid working options available.
* PMI
* Life cover and contributory pension.
* A friendly and professional team culture where your contribution is valued.
Paraplanner Responsibilities
Depending on your level of experience, responsibilities will include:
* Supporting Financial Advisers with research and preparation for client meetings.
* Conducting product and provider research across pensions, investments and protection.
* Preparing suitability reports and financial planning documentation.
* Assisting with cashflow modelling and financial planning analysis.
* Handling technical queries from advisers and clients.
* Ensuring work is completed in line with FCA and compliance standards.
* Liaising closely with administrators, Paraplanners and Advisers to deliver excellent client outcomes.
* Senior level candidates may also be called upon to mentor junior team members and support technical development within the team.
Paraplanner Requirements:
* Experience within financial planning, either in administration, technical support or paraplanning.
* Strong communication skills with a professional and client focused approach.
* Organised and proactive with strong attention to detail.
* An interest in financial planning and a desire to continue developing technical knowledge.
* Diploma qualified or working towards qualifications desirable, although full support will be provided.
* Senior candidates should possess strong technical knowledge across pensions and investments with experience producing high quality suitability reports.
To apply:
Please apply now or send your CV to jenny@tempestjones.com or get in touch for a confidential discussion regarding the opportunities available. All enquiries will be handled in the strictest confidence.