UA-185291695-1 Paraplanner, Jobs, 85

Paraplanner

Paraplanner - Leeds, Yorkshire and the Humber

Ref: 85Tuesday 19 October 2021

£35,000 - £50,000

An award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. 

As a Paraplanner you will be working as part of a productive, high-performing team to provide full support to the Advisers. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. This is a fantastic opportunity to join a firm that will provide you with a career path to Advising or Technical Paraplanning depending on your preference. 

 

Your duties would include:  

Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;

Undertaking whole-of-market research as required, including investments, pensions and protection plans

Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments

Liaising with the Regulatory & Technical team to ensure the advice is compliant

Be able to prioritise work in your queue by liaising with advisers on a regular basis

 

To be considered:

Paraplanner experience is essential

Level 4 Diploma in Financial Planning required