Job Description
Junior Paraplanner
Leeds City Centre
£28,000 to £35,000, plus benefits
Duties and responsibilities include:
* Proven ability to deal with the technical Administration duties and prepare Financial Plans, Suitability Reports and Letters.
* Preparing and collating documents to support the recommendations and justify the provider and products recommended, including Investments, Pensions and Protection for HNW clients.
* Manage your own workflows and tasks.
* Help to increase efficiency within the paraplanning team.
Requirements:
* Good understanding of the financial planning process and associated compliance aspects.
* Driven and focused with the ability to complete tasks under pressure on time and right first time.
* Experience of IFA Administration/Report Writing.
* Technically proficient across all areas of financial planning, especially investments and pensions.
* Ability to use technical financial planning tools, including Intelligent Office and other back office software.
* Ideally full or part qualified in the Level 4 Diploma in Financial Planning, with the desire to progress.
How to apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on
.