Paraplanner/technical Analyst

**The Company**: Regional wealth management firm actively looking to recruit an experienced Paraplanner into their North Leeds site as an expansion to their technical team. Following a recent advisory hire this an additional hire into theiradviser support team, ideally looking to bring in someone with private wealth focused research/report writing experience to support said advisers and their respective client base.

**The Role**:A pure paraplanning role/remit supporting a high=performing financial adviser working high-net-worth, private wealth focused clientele. Duties include:

- Liaise with product providers, examine policy information, and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
- Undertake research both independently and with the Planner to identify suitable solutions to meet the client’s needs.
- Produce clear, compliant, and technically accurate recommendation reports.
- Completion of pension, investment, and tax calculations as appropriate.
- Assist with the completion of annual platform and product due diligence as directed by the
Investment Committee.
- Work closely with the Client Services Team and Financial Planners to deliver a seamless, end to end service for Clients.
- Develop good working relationships with product providers, technology suppliers, team members, Clients and Advisers.
- Keep up to date with compliance and regulatory changes and maintain a high level of technical knowledge through ongoing learning and continued professional development.
- Regular participation in team meetings.
- This role may include travel between our offices.

**Flexible Working**:Yes -Flexibility to work from home 2/3 days per week

**Benefits**: 27 days holiday + stats, company pension, 3xDIS, Westfield health-scheme and full study support to Diploma/Chartered. Also, free parking onsite

**The Person**:Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers across investments & pensions administration. Proficiency in the use of financial planning tools and industry softwaresuch as Voyant, Analytics, O&M, Defaqto is also required, with time-served experience valued over qualifications, although QCF level 4 Diploma would be preferred.