Paraplanner
Location -Leeds (West Park. LS16)
Salary - £24,500 to £30,000 + Bonus (Dependent upon experience)
Hours - full time, in office
We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplanning or have some experience and are now looking for the next step in your career.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions and producing compliant financial planning reports for our Financial Advisors to present to clients.
You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
The Role -
1. You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings
2. Conduct research to source suitable solutions, completing detailed and inf...