Paraplanning Support Professional

2 weeks ago


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

About Our Team

At Intellect UK Group Limited, we pride ourselves on delivering exceptional client service and innovative financial solutions. Our team of experienced professionals is dedicated to helping our clients achieve their goals and secure their financial futures.

Job Description

We are seeking a Paraplanning Support Professional to join our team and contribute to our success. In this role, you will work closely with our Independent Financial Advisors (IFAs) and Senior Paraplanners to prepare high-quality suitability reports for clients. Your responsibilities will include:

  • Preparing suitability reports that meet the required standards and guidelines
  • Managing and updating our CRM system to ensure accurate and up-to-date information
  • Providing administrative support to our IFAs and Senior Paraplanners, including data entry and document preparation
  • Ensuring compliance with regulatory requirements and industry standards

Requirements and Qualifications

To succeed in this role, you will need:

  • Excellent organizational skills and attention to detail
  • Ability to work effectively in a fast-paced environment
  • Strong communication and interpersonal skills
  • Knowledge of financial services regulations and industry standards

Benefits and Salary

This role offers a competitive salary of £30,000 (flexible), plus a range of benefits, including pension, 6 weeks' holiday plus bank holidays, and private medical insurance.



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