Paraplanner

5 months ago


Leeds, United Kingdom Reward Recruitment Full time

Paraplanner

Leeds

c. £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.

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