The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition.
* Office Location: Central Leeds
* Hybrid Working: Yes - 4 days office | 1 day WFH
Package: £32-40k base DOE + bonus and full company benefits (below):
* Includes 25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package
* 37.5hr working week (Mon-Fri)
The Role: A1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner. Duties include:
1. Analysis of existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and good performance for their investments
2. Undertaking research to obtain suitable solutions in the market which can improve the client(s) position
3. Preparing suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
4. Producing relevant and accurate documentation at each stage of the process
5. Building and maintaining cashflow analysis
6. Attending and participating in client meeti...