Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
The main purpose of the role is:
* To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience.
* To provide report writing support including the production of suitability reports for reviews and new business based on client needs.
* To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates.
* The significant majority of reports you will be involved with will be for High Net Worth/complex client situations.
Your day to day responsibilities will include:
1. Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients.
2. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
3. Assist with obtaining valuation...