Paraplanner

2 days ago

Leeds, United Kingdom Intellect Group Full time
Job Description

Job title Paraplanner

Location Onsite only - Leeds

Job Type Full time and Permanent

Salary £30,000 (flexible)

Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance


Role Overview

This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and updating the CRM.


Key Responsibilities

Suitability Report Preparation

Compliance and Record Maintenance

Client Service and Support

  • Assist in managing client inquiries, working closely with the administrative team to ensure smooth communication and efficient service.

Team Collaboration and Process Adherence :

  • Participate actively in team meetings and training sessions to stay informed and updated on procedures, company products, and industry developments.
  • Exercise initiative in managing your own tasks and consult with the IFAs and Senior Paraplanners on workload priorities.
  • Other Responsibilities :
  • Maintain professionalism, confidentiality, and a client-centered approach in all interactions.
  • Attend training courses and events as required to further develop skills.
  • Contribute to the team’s success by taking on additional duties as assigned by management.


Skills and Experience Required

  • Industry Experience : Prior experience in financial services, particularly with a focus on FCA compliance.
  • Technical Skills : Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with updating client files electronically.
  • Analytical Skills : Ability to assess information critically, draw comparisons, and identify essential details within complex reports.
  • Report Writing : Demonstrated ability to produce clear, structured, and comprehensive suitability reports.


Personal Attributes

  • Client-Centric Approach : Committed to putting the client’s needs at the center of everything you do.
  • Team Player : Collaborative, respectful, and positive when working alongside colleagues.
  • Integrity and Commitment : Display loyalty to the team and make decisions that align with the company’s best interests.
  • Empathy and Honesty : Approach interactions with openness and a genuine regard for others.
  • Adaptability : Thrive in a changing environment and embrace new challenges with flexibility.
  • Proactive and Accountable : Take initiative and ownership of your work, with a commitment to going beyond basic requirements.
  • Interpersonal Skills : Strong communicator, able to express ideas with clarity and enthusiasm.
  • Organisation and Attention to Detail : Proven ability to plan, prioritize, and maintain high accuracy.


This role is ideal for someone looking to grow their career in financial services, with opportunities for professional development and a supportive team environment.

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