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Paraplanner

Posted 10 January by Reward Recruitment Ended

Paraplanner

North Leeds

£30,000 to £35,000 plus benefits and exam support

A Paraplanner is required to work for an expanding IFA firm and support the Directors. This role has arisen as a result of continued growth within their Regional office.

Paraplanning duties will include:

  • Suitability report writing.
  • Research.
  • Obtaining quotations.
  • Suitability letters.
  • Financial and investment reviews and a high level of client contact including attendance at client meetings.
  • Cash Flow Modelling.
  • Providing full support as and when needed to the Independent Financial Advisors.

You will ideally be Level 4 or have made good progression towards. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast paced environment.

To apply please send your CV immediately to Stuart at Reward Recruitment or contact him directly for a discreet and confidential chat.

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management
  • IFA

Reference: 33932434

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