Paraplanner

Capio Recruitment Financial Planning

Posted 19 hours ago, valid for 22 days

Harrogate, North Yorkshire HG3 4JL

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The job role is for a Paraplanner located in North Leeds, offering a salary range of £38,000 to £45,000 for both full-time and part-time positions.
The successful candidate will provide technical and administrative support to Financial Planners, focusing on investment and pension advice.
Candidates should be Diploma qualified (or equivalent) and have experience with research tools such as O&M, FE Analytics, and XPlan.
Excellent oral and written communication skills are essential, along with the ability to work independently and manage client inquiries efficiently.
The position offers a supportive environment for further learning, 27 holiday days plus bank holidays, a group pension scheme, and free parking.

Job Role: Paraplanner

Location: North Leeds

Salary: £38,000 - £45,000 (full time or part time)

We are working with a respectful and family run financial planning firm seeking a Paraplanner to join their friendly and dedicated team to aid delivery of truly independent financial advice.

Working for various Directors you will provide technical and administrative support, carry out and deliver annual client reviews. In addition, you will create detailed suitability reports and cash flow models whilst ensuring all client records are compliant and current.

About You

You will have provided support to Financial Planners surrounding investment and pension advice.

Be Diploma qualified (or equivalent) preferred.

Demonstrate knowledge of and proficiency in research tools ideally to include at least some of the following: O&M, FE Analytics, iRESS and Avelo Exchange, XPlan.

You will be an excellent communicator in both oral and written communication.

The ability to work on our own initiative and deal with general client enquiries in an efficient and organised manner is essential.

In Return

A supportive and developmental environment to aid further learning

27 holiday days + bank holidays

Group pension scheme

Death In Service

Free parking

Please apply to this position using the apply button - we would love to hear from you!

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