Paraplanner
Leeds
c. £40,000, plus bonus and benefits
Duties and responsibilities include:
*Prepare Financial Plans, Suitability Reports and Letters.
*Cash flow modelling and forecasting.
*Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
*Assist with client meetings when required, including note taking and follow up any actions as required.
*Manage your own workflows and tasks.
*Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements:
*You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
*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 Stuart at Reward Recruitment Limited or contact him on
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