Paraplanner

Reward Recruitment

Posted 11 hours ago, valid for a month

Wakefield, West Yorkshire WF2 8TY

Full Time

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Sonic Summary

The Paraplanner position in Wakefield offers a salary of approximately £36,000, along with bonuses and benefits.
Candidates should ideally have experience in report writing and conducting investment and product market research.
The role requires the Diploma Level Four qualification or close to achieving it, with a desire to pursue Chartered or Certified financial planner status.
Responsibilities include preparing financial plans, cash flow modelling, and assisting in client meetings, while managing workflows and improving processes.
Applicants must possess a good understanding of financial planning and compliance, and be technically proficient in financial planning tools and software.

Paraplanner

Wakefield

c. £36,000, 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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