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Job Title: Paraplanner
Location: Leeds
Salary: £38,000-£42,000
The Company:
We are working on a brand-new position with an award-winning national Financial Planning business in Leeds who are searching to add an additional member to the Paraplanning department helping deliver Financial Advice to valued clients.
The current team is friendly, professional and boasts a fantastic supportive working culture. This is an exciting time to be joining this firm having recently been ranked within the FT’s Top 100 IFA firms to work with in the UK.
As a business our client offers an excellent employee development programme that rewards hard work and endeavour for staff at all levels.
Building long term client relationships through an exceptional level of client service this firm provides a comprehensive range of advice services, specialising in Pensions, Investments, Tax and Protection planning to both corporate and private clients.
The Role:
- Carrying out fact finds to evaluate how best to support clients
- Undertake necessary product, provider and fund research
- Write complex suitability reports
- Model cashflow projections
- Adhere to compliance and FCA regulations
- Keep sensitive client data confidential and up to date on I/O
- Work closely with advisors and administrators
The Required Skills:
- Level 4 Diploma qualified or equivalent
- Previous experience in a Paraplanning
- Understanding of centralised investment proposition
On Offer:
- Hybrid and agile working
- Extensive holiday package with buy/sell scheme and additional days for life events
- Competitive salary and pension scheme
- PMI, CIC, DIS, IP
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
