Paraplanner

Due to continued success, our clients, an independent practice in West Yorkshire, are looking to recruit a Paraplanner to join their team in the Leeds area.

This is a diverse role working within a great team and will see the successful individual be offered a generous salary plus a range of benefits.

The successful Paraplanner will be offered: 

• £35,000 - £40,000 per annum
• Discretionary bonus
• 25 days plus bank holidays
• Health package

Working Hours:

• Monday to Friday 9am – 5pm

Requirements for the role of Paraplanner:

• Ideally qualified (minimum RO1)
• Experience in role
• Strong ability to write reports
• Good technical knowledge

Paraplanner responsibilities:

• Assisting the Financial Adviser/Planner in establishing new client relationships.
• Assessing clients’ financial circumstances.
• Preparing financial statements to support the development of clients’ financial strategies.
• Carry out research and analyse products and services that are appropriate to each client’s financial circumstances.
• Propose and draft financial solutions that meet clients’ goals, needs and objectives.
• Assist with the accurate completion of application and proposal forms.
• Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
• Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.