Paraplanner

Reward Recruitment

Posted a day ago, valid for 7 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

The Paraplanner position in Leeds offers a salary of approximately £40,000, along with bonuses and benefits.
Candidates should have relevant experience and hold a Diploma Level Four qualification, with aspirations to achieve Chartered or Certified financial planner status.
Key responsibilities include preparing financial plans, conducting cash flow modelling, and supporting client meetings.
The role requires technical proficiency in financial planning, particularly in pensions, and the ability to enhance paraplanning processes for efficiency.
Interested applicants should send their CV to Stuart at Reward Recruitment Limited or contact him directly for more information.

Paraplanner

Leeds

c. £40,000, plus bonus and benefits

Duties and responsibilities include:

Prepare Financial Plans, Suitability Reports and Letters.
Cash flow modelling and forecasting.
Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
Assist with client meetings when required, including note taking and follow up any actions as required.
Manage your own workflows and tasks.
Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Requirements:

You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
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 Stuart at Reward Recruitment Limited or contact him on

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