Technical Paraplanner
Leeds City Centre
c.£50,000 per annum, plus excellent annual bonus and company benefits
Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Paraplanner into their expanding adviser support team. This is a perfect career opportunity for someone who holds strong experience in high-value private client advice, wishing to take on a technically challenging, highly analytical paraplanning remit.
The Role:
A focused paraplanning role working alongside two high performing Chartered Financial Planners in a technical support capacity. Duties include:
Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
Provide response to client technical queries.
Produce client cash flow models.
Assist with updating with the firms preferred provider panels - This will involve the ongoing monitoring of recommended structures and providers.
Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
Assist in the training to other members of staff on all areas of advice
Produce technical bulletins to be sent to clients and introducers when appropriate.
The Person:
You will come from a wealth management background and hold 5+ years hands-on, practical experience of supporting financial advisers/planners from a research and suitability report writing perspective.
Ideally Chartered qualified, but a minimum of Level 4 Diploma qualified and progressing towards Chartered status.
To Apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on 07747 782934 for an open conversation in relation to this or other similar roles.
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