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Senior Paraplanner

Senior Paraplanner

Reward Recruitment

Posted 2 days ago, valid for 8 days

Leeds, West Yorkshire LS14 1DZ

Full Time

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Sonic Summary

The position is for a Senior Paraplanner located in Leeds City Centre, offering a salary between £40,000 and £50,000, along with bonuses and benefits.
Key responsibilities include preparing financial plans, suitability reports, and managing workflows, while also assisting in client meetings and improving paraplanning processes.
Candidates should hold a Diploma Level Four qualification or be close to achieving it, and possess a good understanding of the financial planning process.
The role requires experience in report writing, market research, and proficiency in financial planning tools, especially in pensions.
Applicants should be driven and capable of working under pressure, with a minimum of two years of relevant experience preferred.

Snr. Paraplanner

Leeds City Centre

£40,000 - £50,000, 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).
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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