UA-185291695-1 Paraplanning Support Associate, Jobs, 350

Paraplanning Support Associate

Financial planning - Leeds, Yorkshire and the Humber

Ref: 350Wednesday 19 January 2022

22000 - 26000

An award-winning team of Independent Financial Advisers are looking for a Paraplanning Support Associate to provide full support to the Paraplanners within the Advice Delivery Team.

You will be working as part of a productive, high performing team in an inclusive environment that promotes teamwork at the core of its culture. You will be the central point of contact for the Client Service Associates, Paraplanners and Advisers, and work alongside a Paraplanner on specific cases throughout the advice process, assisting in conducting research where appropriate.

The Opportunity

This is a fantastic chance to join a national firm that has ambitious growth plans backed by strong strategies and processes, with a strong benefits package.  Progression into a Trainee Paraplanner role also available after qualifying period. 

What’s needed for me to be considered?

  • Experience with full process of Letters of Authority (LOA)
  • Experience of working in the Financial Services industry
  • Passed at least one RO exam
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to take control and drive your own development and time management
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office system

Desirable

  • Experience working with CURO CRM system (full training provided if not)