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!