Job Description
Paraplanner
Leeds City Centre
£40,000 to £50,000 plus bonus and benefits (subject to experience)
Duties and responsibilities include:
* Conduct research and produce Suitability Reports and Letters for a high qualified Chartered Financial Planner, on behalf of a selection of HNW clients.
* Cash flow modelling and forecasting.
* Preparing and collating documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
* Manage your own workflows and tasks.
* Work efficiently and effectively with other paraplanners in the business.
Requirements:
* You will hold the Diploma Level Four qualification (or close to achieving).
* Good understanding of the financial planning process and associated compliance aspects.
* Driven and focused with the ability to complete tasks under pressure on time and right first time.
* Experience of report writing and conducting investment and product market research.
* Technically proficient across all areas of financial planning, especially pensions.
* Ability to use technical financial planning tools, financial modelling and back office software.
How to apply:
Please send your CV immediately to sj@ rewardrecruitment .co.uk or contact him on
.