Job description
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.
The office is based in Leeds and would only require 2 days per week in the office.
The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases.
Your role will include but will not be limited to:
1. To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate
2. Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
3. Provide research and analysis of investment funds and financial products, whilst considering the client objectives
4. Conduct fund research
5. Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there
6. Preparation of fund switch and encashment letters according to advice provided
7. Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source
8. Liaise with product providers/third parties regarding any technical queries
The ideal candidate will:
9. Level 4 diploma qualified
10. Good understanding of the financial planning process
11. Strong interpersonal skills, both written and verbal communication
12. Customer service skills - providing an excellent service to the Adviser and client
13. Excellent planning and organisational skills
14. Ability to work effectively to deadlines
15. Accuracy and attention to detail to balance demands of role