Paraplanner

Job Title: Paraplanner

Industry: Financial Services

Location: Central Leeds

Salary: Up to £45,000 (higher salary negotiable depending on experience)

Reference: 10218

Recruit UK is partnering with a leading Financial Advice firm in Leeds to recruit a Trainee or experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations.

This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.

Responsibilities

• Research, analyse and draft recommendation reports
• Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
• Prepare, research and produce annual reviews, including for Drawdown Pensions.
• Review the client's investment portfolio, performance, asset allocation, risk profile etc
• Fully understand compliance procedures

What's in it for you:

• Competitive starting salary Up to £45,000 (higher salary negotiable dependent on skill set)
• HNW Clients
• Excellent Benefits: Pension, death in service
• Great Paraplanning team
• Ongoing development to enhance your career

Skills and experience required:

• Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered
• Previous Trainee Paraplanning or Paraplanner experience
• Experience writing suitability reports

Get in touch or apply online to find out more about this opportunity!