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Senior Paraplanner

Posted 9 February by Reed Insurance Featured Ended
REED as working in partnership with an established financial planning business based in Leeds to hire a Senior Paraplanner.

Ideally the successful candidate will have a minimum of 5 years’ experience working in an IFA environment as a paraplanner and must hold a minimum of DipFA qualified, preferably Chartered.

Providing paraplanner and technical support to advisors will consist of –

Liaising with advisers using info from the fact find, ceding scheme information, soft facts and regulatory rules to prepare analysis reports to deliver initial advice & prepare suitability reports , to assist and speed up the pension transfer advisory process to complete more transactions

The skills required are -

- Strong word and excel skills
- Strong data analysis skills
- Be numerate
- Must be able to work under pressure of deadlines
- Be familiar with Pension Transfer Analysis systems e.g. Selecta Pension
- Knowledge and experience using cashflow modelling tools e.g. Cashcalc
- Liaising with clients
- Computer record keeping using the specialised IFA computer system
- Scanning Documents on to back office system
- Technical report writing
- Prepare suitability letters
- Preparing business for submission
- General Paraplanner duties

Knowledge of wider financial planning areas for example investments and Inheritance Tax as often the same pension clients require this advice.

Our client will consider paraplanners who do not want to perform a client facing business generating role for whatever reason.

Candidates will be able to demonstrate their capability in the course of the interview process by way of assessment.

The role offers -

- 9am to 5pm
- Excellent transport links
- 20 days holiday, increasing to 25 with service plus bank holidays
- Bonus
- Group Pension
- Death in Service

The salary is based on suitability and experience but is between £35,000 - £45,000.

If you are interested in the role then please apply or contact me on 0113 2368957 or for a confidential discussion

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34443632

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