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| Job Location | Leeds |
| Education | Not Mentioned |
| Salary | £25,000 - £40,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
ParaplannerSalary CompetitiveLocation - East Leeds, Free parking available on-siteExcellent BenefitsAs a Paraplanner you would be working as part of a productive, high performing team to provide full support to Advisers.You will be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.Duties of the Paraplanner*Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers*Providing high quality technical, administrative and research support to the Advisers*Undertaking whole-of-market research as required, including investments, pensions and protection plans*Undertaking research for asset allocation on clients existing portfolios, quantifying and analysing those clients existing investments*Liaising with the Risk & Compliance team to ensure the advice is compliant*Building strong and effective working relationships with other teams in the firm and third party product providers*Attending and contributing to meetings - both internal and external - and delivering group and individual training on topics appropriate to the role*Ensuring that all client records and data are maintained accurately and efficiently*Participating in ad hoc projects and tasks as and when requiredEssential skills required:*The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text*Experience of analysing clients circumstances and objectives in order to provide suitable holistic financial advice*Proficiency in complex report writing*Experience liaising with third party providers*CII Diploma in Financial Planning or Regulated Financial Planning or working towards attaining the CII Diploma*Excellent grammar, spelling and punctuation skills*Excellent interpersonal and communication skills*A high standard of personal organisational skills*Experience of working within a team environmentThis is a fantastic position for an experienced Paraplanner to join a growing business that can offer genuine career development by allowing you to be a key part in the businesses ongoing successes.Do you have the required skills and relevant background to be successful in this role APPLY NOWCLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds. Required skills
Keyskills :
Paraplanner financial advis suppt