Paraplanner

Lime People Search & Select Ltd

Posted 19 days ago, valid for 7 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

My client is a nationwide Financial Planning and Wealth Management firm seeking an experienced Paraplanner to support Financial Advisers in creating complex technical suitability reports.
The role requires a minimum of 3 years of experience as a Paraplanner and a Level 4 CII Diploma in Regulated Financial Planning.
Key responsibilities include conducting research, preparing cash flow plans, and writing tailored suitability reports.
Familiarity with tools such as FE Analytics, Voyant, and Intelligent Office is advantageous for candidates.
A competitive salary and benefits package is offered, along with opportunities for career progression in a stable firm.

My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.

We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.

Your main duties as a Paraplanner will include:

Understanding the financial planning process
Undertake research and analysis both independently and with the Financial Planner to identify suitable solutions to meet client needs and objectives
Prepare cash flow plans with the Financial Planner using the cash flow planning tool Voyant
Write and tailor high quality suitability reports based on discussions with the Financial Planner
Produce accurate and compliant client records using our back-office system
Identify and discuss any discrepancies of the client file with the Financial Planner

The ideal candidate will have the following experience & qualifications:

Minimum Level 4 CII Diploma in Regulated Financial Planning qualified
3+ years experience as a Paraplanner
Understand the financial planning process
Knowledge of FE Analytics, Voyant, Defaqto engage, Selectapension and Intelligent Office would be advantageous

A great salary and benefits are offered along with the possibility of carer progression with a stable nationwide firm.

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