Paraplanning Expertise Required
2 weeks ago
We are currently looking for an experienced Paraplanner to provide critical support to our Financial Advisors. As a key member of our team, you will play a crucial role in helping us deliver high-quality financial services to our clients.
The ideal candidate will have a strong background in financial planning and a proven track record of producing high-quality financial plans and reports. They will also have excellent communication skills, both written and verbal, and be able to work effectively in a team environment.
Key Responsibilities:
- Draft suitability reports and investment proposals based on advisor instructions.
- Prepare detailed financial plans and recommendations tailored to client needs.
- Attend client meetings to gather and review information, including fact-finding and risk profiling.
Requirements:
- Diploma in Regulated Financial Planning (Level 4) or working towards it
- Previous experience in a paraplanning, financial planning, or advisory support role
- Strong knowledge of financial products and services
We offer a competitive salary of up to £45,000 DOE, a hybrid working pattern, and a location in Leeds. If you are a driven and detail-focused individual with a passion for financial planning, please get in touch.
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