Job Description
Paraplanner
Hybrid (2 day per week in office)
Up to £50,000 - £60,000
Leeds
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.
The office is based in Leeds and would only require 2 days per week in the office.
The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases.
* Your role will include but will not be limited to:To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate.
* Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
* Conduct fund research
* Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
* Preparation of fund switch and encashment letters according to advice provided.
* Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source
* Liaise with Product Providers / Third Parties regarding any technical queries
The ideal candidate will:
• Level 4 diploma qualified
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role