Paraplanner

Posted 14 March by Aston Charles Ltd Easy Apply

Due to strong organic growth, our client, a highly reputable Advisory business, is looking to further enhance its Technical Support Team with the appointment of two experienced Paraplanners.

Based in North Leeds, it ihas established a strong presence and enviable reputation in the local market. It is enjoying a period of sustained growth and success, and is in the process of expanding its Advice Team, which will ultimately result in higher volumes of clients, and therefore increased administrative responsibilities. Consequently, two Paraplanners with experience of dealing with high net worth clients are urgently required.

You will work closely with a Consultant, operating as a team throughout the advice process, ensuring a first class client service is delivered. More specifically, you will conduct research on products, providers and funds, providing supporting suitability letters for the Consultant. Researching products from the whole of the market, you will write reports and product recommendations for presentation to clients, as well as conducting reviews. Other day to day duties will include dealing with client and provider queries, as well as managing relevant databases and systems. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.

It is essential that you have relevant experience within a similar position, including report writing and research responsibilities, and that you are accustomed to working with high net worth clients. You must have full FPC as an absolute minimum, though it would significantly strengthen your application if you have achieved, or made good progress towards, Diploma qualification.

In return, you will receive a competitive basic salary, together with an attractive benefits package. Our client also invests heavily in staff development, actively encouraging employees to gain further qualifications.

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Financial Services and General Insurance Recruitment

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Reference: 34685523

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