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Senior Paraplanner

Job LocationLeeds
EducationNot Mentioned
Salary£40,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Senior ParaplannerLeeds£40,000 - £50,000, plus bonus and benefits (package worth over £60,000 per annum)Duties and responsibilities include:

  • Supervise/Mentor/Training/Support of Paraplanners and support staff.
  • Support the Directors and Financial Planners with research and analysis to meet client needs and objectives.
  • Prepare Financial Plans and Suitability Reports.
  • Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
  • Assist with client meetings, including taking notes 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 higher) and have a 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.

Keyskills :
ParaplanningResearchWealth ManagementIFAParaplanner

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