Paraplanning Professional

7 days ago

Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

About Us

Lime People Search & Select Ltd is a leading provider of financial advisory services, specializing in pensions, investments, retirement planning, tax, trusts, and life & health insurance.

Job Summary

We are seeking an experienced Paraplanner to join our team, specifically to provide administrative support in the preparation of non-client facing documentation, research and produce client recommendations, and provide technical support to our directors.

Key Responsibilities

  • Provide administrative support in the preparation of financial plans and reports, ensuring accuracy and attention to detail.
  • Conduct research and produce client recommendations, utilizing industry knowledge and expertise.
  • Write reports as directed, utilizing clear and concise language.
  • Provide technical support and backup to our directors, ensuring seamless operations.
  • Carry out client portfolio reviews, analyzing data and providing recommendations.
  • Provide analysis and detailed research for pension transfers and retirement reports, staying up-to-date with legislation changes and FCA requirements.
  • Assist with the smooth running of the department, supporting our directors and ensuring compliance with company procedures.

Requirements

We are seeking an experienced Paraplanner with 2+ years of experience working within paraplanning and writing suitability reports. You should be experienced at completing client reviews, with a focus on the review side rather than new business. Ideally, you will be Level 4 Diploma qualified or close to achieving your diploma, coupled with relevant paraplanning experience.

What We Offer

A great salary and working environment, with the opportunity to work predominantly from our office, with the possibility of working one day a week from home.

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