Financial Planning Analyst
2 weeks ago
At Lime People Search & Select Ltd, we are seeking an exceptional Paraplanner to join our team in the North Leeds area. Our client is a well-established Investment Management & Financial Planning firm delivering a comprehensive Financial Planning service to individuals and businesses.
About the Role
We are looking for a talented Paraplanner to support our Financial Advisers with research and report writing. The successful candidate will be responsible for producing detailed technical suitability reports for clients, providing report writing support, and assisting with project management and template maintenance.
Key Responsibilities
* Produce fully compliant, accurate, and potentially complex reports, including analysis, research, and product recommendations
* Assist with research for Asset Allocation on clients' existing portfolios, quantifying and analyzing clients' investments
* Provide advice within a strict ethical and compliance framework under the guidance of the Compliance Manager and internal policy and procedures
* Commit to continuous personal development and retain supporting records
Requirements
* A Diploma in Financial Planning or Level 4 qualification
* 1-3 years of experience in a Paraplanning role
* Good solid experience in report writing and research methodologies
* A career-focused Paraplanner who is not looking to become an Adviser in the immediate future
What We Offer
* A great salary package
* A strong benefits package, including 30 days' holiday, 9% non-contributory Pension, Company Bonus Scheme, and 4x DIS
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