Our Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process.
Main duties include: -
* Supporting Consultants in preparing accurate financial plans and suitability reports.
* Supporting the Consultants in research and analysis to meet client needs and objectives.
* Have a full understanding of financial planning.
* To provide support, where needed, to other team members.
* Ensuring that any business conducted is done in a responsible and compliant manner.
The Candidate Criteria
* Excellent understanding of the financial planning process.
* Experience working in a Paraplanning role.
* Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it
* Flexible and able to deal with a multitude of and able to prioritise workloads.
Rewards
* A competitive and negotiate salary based on experience.
* A range of employee benefits
* Our client has a friendly and supportive environment
...