Paraplanner
Leeds city centre
A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners based in Leeds centre. This respected business offers advice across the full spectrum of financial planning including retirement, pensions, estate planning, protection and investments.
You’ll be joining a professional friendly team that places real value on collaboration, training, and long-term career development.
Paraplanner - What’s on Offer:
*Market-leading salary, with top bracket for highly experienced, technical or qualified Paraplanners.
*Full funding and support for study towards further qualifications.
*Discretionary bonus
*PMI
*Life cover 4 x salary and contributory pension
*A supportive, energetic team environment where your contributions are genuinely valued.
Paraplanner role responsibilities:
Working closely with and in collaboration with financial advisers, the Paraplanner will be responsible for
*Conducting research on products and providers to identify the best client solutions.
*Preparing clear and compliant suitability and financial planning reports.
*Supporting advisers with reviews, client requests, and day-to-day queries.
*Engaging in cashflow planning when required by adviser.
*Handling technical queries from clients and colleagues.
*Promoting best practice and ensuring all work complies with regulatory requirements.
*Working in collaboration with financial planning administrators and other Paraplanners in office.
Requirements for the Paraplanner role:
*Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment.
*Strong technical knowledge of investments and pensions with a client-focused mindset.
*Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike.
*Diploma qualified (or working towards Chartered) desirable, with study support available.
To apply or find out more about the Paraplanner role:
Please send your CV to jenny @ tempestjones . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.