Paraplanner / Trainee Paraplanner
1 month ago
We are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our team at Lime People Search & Select Ltd. The successful candidate will be responsible for providing technical support to our Financial Advisers, researching new products, and writing detailed technical compliant suitability reports for clients.
Main Responsibilities:- Provide a highly technical service to our team of advisers to provide clients with a positive professional experience.
- Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients.
- Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
- Assist with obtaining valuations, quotations and supporting application documentation.
- Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Manage own workload position and provide updates to line manager.
- Commit to continuous personal development and retain supporting records.
- Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role.
- Good solid experience within Report Writing, as well as research methodologies.
- Ability to work in a team environment and provide excellent communication skills.
- A great salary for the right person.
- A very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits.
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Harrogate, United Kingdom Lime People Search & Select Ltd Full timeAbout the RoleWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our team at Lime People Search & Select Ltd, a reputable Investment Management & Financial Planning firm based in the North Leeds area. Our company provides a full Financial Planning service to both individuals and businesses.Main ResponsibilitiesProvide a highly...
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Harrogate, United Kingdom Lime People Search & Select Ltd Full timeAbout the RoleWe are seeking a highly skilled Paraplanner / Trainee Paraplanner to join our team at Lime People Search & Select Ltd, a reputable Investment Management & Financial Planning firm based in the North Leeds area. Our company provides a full Financial Planning service to both individuals and businesses.Main ResponsibilitiesProvide a highly...
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