My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice.
Position
We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with:
Producing suitability reports for new business and writing client review letters using in-house templates
Investment and product research
Putting together client review packs
Processing new business
Investment switches/withdrawals/top ups etc
Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc
Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows
Diary management, LOA’s etc
Dealing with clients by email and telephone
Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.
We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm.
Salary of £28,000-£32,0000 p.a. dependent on experience
Annual bonus
Pension scheme, Death in Service and Private Medical Insurance
25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).
Additional information
VACANCY DETAILS
Location:
Leeds
CLOSING DATE
Apr
30
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Company Registration:
Lime People Search & Select Ltd 08062097
The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
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