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Paraplanner

Clayton Davies Ltd
Posted 4 days ago, valid for 13 days
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The client, a growing wealth management firm, is seeking a Paraplanner to support their team, with remote candidates welcome who can visit the Yorkshire office monthly.
  • The ideal candidate should have excellent organizational skills, report writing proficiency, and a strong administrative background in financial services.
  • Key responsibilities include providing paraplanning support, compiling recommendation paperwork, and assisting IFAs with product recommendations.
  • Candidates must have achieved the Regulated Diploma in Financial Planning (Level 4) and have prior experience in a Paraplanning role.
  • The salary for this position is competitive and commensurate with experience.

OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE OFFICE ONCE PER MONTH

Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.

Key Responsibilities:

  • Providing ongoing paraplanning support to the advisers and technical support to other staff
  • Compilation of recommendation paperwork, including writing suitability reports.
  • Assisting IFAs in recommending suitable products and funds to meet a client’s needs and attitude to risk.
  • To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
  • Writing technical and accurate suitability reports and client service agreement letters

Experience Required:

  • Achieved the Regulated Diploma in Financial Planning (Level 4).
  • Prior experience in a Paraplanning role.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.