Paraplanner

2 months ago

Leeds, United Kingdom Intellect UK Group Limited Full time €30,000

Location:Onsite only - Leeds

Job Type:Full time and Permanent

Salary:£30,000 (flexible)

Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance

Role Overview

This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and updating the CRM.

Key Responsibilities

Suitability Report Preparation

Compliance and Record Maintenance

Client Service and Support

  • Assist in managing client inquiries, working closely with the administrative team to ensure smooth communication and efficient service.

Team Collaboration and Process Adherence:

  • Participate actively in team meetings and training sessions to stay informed and updated on procedures, company products, and industry developments.
  • Exercise initiative in managing your own tasks and consult with the IFAs and Senior Paraplanners on workload priorities.
  • Other Responsibilities:
  • Maintain professionalism, confidentiality, and a client-centered approach in all interactions.
  • Attend training courses and events as required to further develop skills.
  • Contribute to the teams success by taking on additional duties as assigned by management.

Skills and Experience Required

  • Industry Experience: Prior experience in financial services, particularly with a focus on FCA compliance.
  • Technical Skills: Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with updating client files electronically.
  • Analytical Skills: Ability to assess information critically, draw comparisons, and identify essential details within complex reports.
  • Report Writing: Demonstrated ability to produce clear, structured, and comprehensive suitability reports.

Personal Attributes

  • Client-Centric Approach: Committed to putting the clients needs at the center of everything you do.
  • Team Player: Collaborative, respectful, and positive when working alongside colleagues.
  • Integrity and Commitment: Display loyalty to the team and make decisions that align with the companys best interests.
  • Empathy and Honesty: Approach interactions with openness and a genuine regard for others.
  • Adaptability: Thrive in a changing environment and embrace new challenges with flexibility.
  • Proactive and Accountable: Take initiative and ownership of your work, with a commitment to going beyond basic requirements.
  • Interpersonal Skills: Strong communicator, able to express ideas with clarity and enthusiasm.
  • Organisation and Attention to Detail: Proven ability to plan, prioritize, and maintain high accuracy.

This role is ideal for someone looking to grow their career in financial services, with opportunities for professional development and a supportive team environment.

JBRP1_UKTJ

  • Paraplanner Specialist

    6 days ago

    Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner PositionA leading firm in Leeds is seeking an experienced Paraplanner to join their team. As a Paraplanner, you will play a key role in assisting the Financial Planner in developing advice for clients, while also providing technical support and guidance.The successful candidate will have a strong understanding of the Financial Planning process...

  • Paraplanner Support Specialist

    2 weeks ago

    Leeds, Leeds, United Kingdom Austin Fraser Full time

    About the CompanyAustin Fraser specializes in providing exceptional financial planning services, covering wealth management, employee benefits, and retirement planning. As a Paraplanner at Austin Fraser, you will have the opportunity to work with experienced Financial Planners and contribute to the growth and success of our company. Job ResponsibilitiesThe...

  • Paraplanner

    2 months ago

    Leeds, United Kingdom Intellect UK Group Limited Full time

    Location: Onsite only - Leeds Job Type: Full time and Permanent Salary: £30,000 (flexible) Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing...

  • Paraplanner

    2 months ago

    Leeds, United Kingdom Intellect UK Group Limited Full time

    Location:Onsite only - LeedsJob Type:Full time and PermanentSalary:£30,000 (flexible)Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time

    Location:Onsite only - LeedsJob Type:Full time and PermanentSalary:£30,000 (flexible)Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time €30,000

    Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs)...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time €30,000

    Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs)...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time

    Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors...

  • Senior Paraplanner Specialist

    4 weeks ago

    Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time

    About the RoleIntellect UK Group Limited is seeking a skilled Senior Paraplanner Specialist to support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. This position involves managing and updating the CRM system.Key Responsibilities:Prepare detailed suitability reports for...

  • Paraplanner Specialist

    3 weeks ago

    Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Leeds Paraplanner RoleCompensation: £40,000We are collaborating with a growing company in Leeds to find an experienced paraplanner to join their team. The successful candidate will have a solid understanding of financial planning principles and be able to work independently.This is an excellent opportunity for a motivated individual to develop their skills...

  • 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...

  • Paraplanner

    2 weeks ago

    leeds, west yorkshire, United Kingdom Intellect UK Group Limited Full time

    Location:Onsite only - LeedsYou could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors...

  • Paraplanner (Pensions Management)

    2 weeks ago

    leeds, west yorkshire, United Kingdom Intellect UK Group Limited Full time

    Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs)...

  • Intellect UK Group Limited | Paraplanner | leeds, west yorkshire

    4 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time €30,000

    Job Description Location:Onsite only - Leeds Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

  • Financial Support Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time

    Job Title: ParaplannerAbout the Role:We are seeking a skilled Paraplanner to join our team at Intellect UK Group Limited. As a Paraplanner, you will play a crucial role in supporting our IFAs and Senior Paraplanners in delivering high-quality services to our clients.Key Accountabilities:Preparing suitability reports for clients;Managing and updating the CRM...

  • Client Focused Suitability Specialist

    2 weeks ago

    Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time

    Job Title: ParaplannerRole Summary:This is an excellent opportunity to join our team at Intellect UK Group Limited as a Paraplanner. The successful candidate will be responsible for providing high-quality support to our IFAs and Senior Paraplanners.Responsibilities:Preparation of suitability reports;Management of the CRM system;Collaboration with IFAs and...

  • Financial Planning Professional

    2 weeks ago

    Leeds, Leeds, United Kingdom Austin Fraser Full time

    OverviewAustin Fraser is a leading financial planning company that provides top-tier services encompassing wealth management, employee benefits, and retirement planning. Our team is seeking a skilled Paraplanner to support our Financial Planners in delivering comprehensive research and report writing services. About the RoleThe successful Paraplanner will...

  • Financial Planning Support Specialist

    7 days ago

    Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full time

    About the JobThis exciting opportunity exists within our team of 6 paraplanners, providing full support to Chartered Financial Planners. As a level 4 qualified paraplanner with experience, you will be responsible for delivering high-quality support services. The role offers flexibility, with a minimum of 3 days working from home available.

  • Paraplanning Professional

    2 weeks ago

    Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time

    Job Title: ParaplannerCompany Overview:We are seeking a skilled Paraplanner to join our team at Intellect UK Group Limited. The ideal candidate will have strong analytical and communication skills, with the ability to work independently and as part of a team.Salary:The salary for this position is £30,000 per annum, which is highly competitive for the...

  • Senior Paraplanning Professional

    6 days ago

    Leeds, Leeds, United Kingdom JohnstonGreer Ltd Full time

    Paraplanner RoleThis wealth management firm needs a skilled paraplanner to assist with portfolio analysis, research work, and report writing. The ideal candidate will have Level 4 exams and be able to communicate effectively with clients and colleagues.The salary for this position is approximately £40,000 per annum, plus benefits and exam support. We offer...