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A well-established Top 100 Wealth Management practice in Leeds is seeking a career-committed paraplanner dedicated to enhancing their knowledge, experience, and skills in this area.
This is a great opportunity for an experienced Paraplanner to develop their career towards Advisor or Compliance Consultant level. The company offers strong career development, including paid exam support and opportunities to move through departments depending on your career goals.
The unique company structure provides variety—working as a shared resource across departments and products means no two days are the same.
Ideally, you will have previous experience as a Paraplanner within a fast-paced environment and extensive product knowledge in pensions, investments, and protection.
The successful candidate will benefit from full support and training within a welcoming office environment.
About The Role
1. Analyze clients’ circumstances, objectives, and existing financial planning arrangements to prepare appropriate recommendations for discussion with the adviser.
2. Undertake whole-of-market research on pensions, investments, and protection, both on a client-specific basis and during regular reviews.
3. Liaise with the Research Team involved in Risk and Compliance to ensure advice is compliant.
4. Provide high-quality technical, administrative, and research support to advisers.
5. Contribute to the development of new systems or procedures by providing input to the Research Manager.
6. Assist in the development of less experienced staff members.
Skills
1. Previous experience in a similar role within an IFA Practice.
2. No formal qualifications required, but a Level 4 Diploma would be advantageous.
3. Strong analytical skills, good communication, attention to detail, and confidence in interacting with clients and providers.
4. Commitment to a career in research.
5. Good time management and organizational skills.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
If this vacancy isn't an exact match, please contact us to discuss other opportunities. You can send your CV or contact us directly. Refer a friend or colleague, and receive £200 vouchers if we help them secure a new role.
Additional Information
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Finance and Sales
* Industries: Staffing and Recruiting
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