Paraplanning Expert

4 weeks ago

Horsforth, Leeds, United Kingdom Bartlett Group Full time
About the Job
Bartlett Group is seeking a skilled Wealth Planning Professional to join our team in Horsforth, Leeds. As a key member of our financial services team, you will play a crucial role in supporting our Independent Financial Advisers in delivering high-quality services to our clients.

Main Responsibilities
• Assist in the preparation of comprehensive and compliant recommendation reports using standardized templates with added free text
• Conduct thorough research on whole-of-market products and solutions
• Support the development of our company's templates, processes, and procedures
• Prioritize and manage your own workflow to meet deadlines

Requirements
• Diploma qualified (Diploma qualifications will be fully supported by the company)
• Strong organizational and time management skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• In-depth knowledge of the UK financial services industry

Our Benefits
• Competitive salary: £40,000 - £50,000 per annum
• Enhanced pension contributions (5% employee, 7% employer)
• Private healthcare
• Income protection
• Wellbeing allowance (for use towards health and lifestyle costs)
• 25 days annual leave + bank holidays (+ option to buy/sell up to 5 additional days)
• Volunteer days
• Annual salary reviews
• Modernized office with on-site gym, showers, personal trainers, wellbeing library, and more
• CII membership and funded study
• Frequent social events
• Volunteering leave allowance

About Our Values
Bartlett Group values integrity, passion, excellence, and self-discipline. We pride ourselves on having a client-first culture and supportive working environment.

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