Job Information

Cameron James is currently working with a leading independent wealth management firm with full UK presence who are looking to recruit a Paraplanner within their Leeds office.

This is a hybrid working role – 2 days from home and 3 days in the office.

The successful candidate will have the drive and determination and will have attained or be working towards Level 4 paraplanning diploma. The role will be supporting the adviser team in delivering a service which exceeds their clients expectationss

            Key Responsibilities

• Building relationships and promoting the groups image
• Preparing detailed and accurate suitability reports to deadlines
• Monitoring suitability and reporting trends
• Completing technical research
• Preparing documentation for presentation meetings
• Creating client annual review pack and managing review process
  
  Knowledge & Experience
  
  
• Attained or working towards level 4 paraplanning diploma
• Minimum 2 years paraplanning experience
• Strong understanding of financial products and services
• Ability to assess suitability and communicate clearly

             Benefits

• £35,000 - £40,000
• 28 days annual leave (plus Bank Holidays)
• Pension: Employer contribution of 6% with salary sacrifice for Employee contributions.
• Group Life cover: 4 x salary.
• Annual discretionary bonus.
• Medical cash back plan.

 

This is a fantastic opportunity to join a rapidly growing company. If you have the skills and experience to be successful in this role, please apply