Paraplanner

ParaplannerLeeds£35 to 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 on0 7 7 4 7 7 8 2 9 3 4.Required skills

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