Paraplanner

Paraplanner (would consider Trainee if you have had some exposure to paraplanning)

Leeds

£30,000 to £40,000 basic

Duties and responsibilities include:

• Conducting research and producing Suitability Reports and Suitability Letters on behalf of experienced Financial Planners for a selection of clients.
• The preparation and collation of documents to support the advisors recommendations and support the provider and products recommended, which will be made up of Investments and Pensions.
• Manage workflows and tasks both independently and as part of a team.
• Work efficiently and effectively with other paraplanners, administrators and advisors in the business.

Requirements:

• You will hold the Diploma Level Four qualification (or close to achieving).
• Good understanding of the financial planning process and associated compliance aspects.
• Driven and focused with the ability to complete tasks under pressure on time and right first time.
• Experience of report writing and conducting investment and product market research.
• Technically proficient across all areas of financial planning, especially pensions.
• Ability to use technical financial planning tools, financial modelling and back office software.

How to apply:

Please send your CV immediately to sj@ rewardrecruitment .co.uk or contact him on .