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Developing Paraplanner
1 week ago
The Company:
Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure paraplanning career path short to medium term.
-Office Location:Wortley, West Leeds
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Hybrid/Home Working: Yes - 3-days office, 2-days WFH
Package:
£27-30k DOE + discretionary bonus and full company benefits
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Benefits: 4% pension, 4xDIS, 25-days holiday + stats, full study support to Diploma
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Bonus: Discretionary, paid annually
The Role:
Hybrid admin/paraplanner rolesupporting 2 IFAs from a technical administration and research & suitability report writing perspective:
- New business processing
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Assistance with client business development and relationship management
- Full product research and suitability report compilation
Required: Basic suitability report compilation experience in some sort of paraplanning capacity
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Preferred: Industry qualifications are not essential but hands-on, practical experience of a similar broad remit outline above is required
Administrators who are looking to step into paraplanning are encouraged to apply, as well as more experienced paraplanners looking to take a slight step back into a more rounded role/remit.
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