Senior Paraplanner Specialist
7 hours ago
About the Role
Intellect 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 clients based on their specific needs and goals.
- Effectively manage and update the CRM system to ensure accurate and timely information.
- Assist IFAs and Senior Paraplanners in client interactions, providing exceptional customer service and supporting the delivery of excellent outcomes.
What We Offer
This full-time, permanent role offers a competitive salary of £30,000 (flexible), along with an attractive benefits package including pension, 6 weeks holiday plus bank holidays, and private medical insurance.
Location
This onsite-only position is based in Leeds, requiring applicants to be local or willing to relocate.
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