Senior Paraplanner Specialist

7 hours ago


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

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:

  1. Prepare detailed suitability reports for clients based on their specific needs and goals.
  2. Effectively manage and update the CRM system to ensure accurate and timely information.
  3. 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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