Job Information

A mid-sized IFA firm with a family feel and an outstanding reputation in Yorkshire are looking for an experienced and qualified Paraplanner for their office based in Leeds. This role has become available due to expansion plans already in place for 2017, and is an excellent opportunity to join a business with a wide reach in the local area.

You will be involved in:

• Writing templated suitability reports to assist the Financial Adviser and be FCA compliant
• Putting together client packs prior to meetings and processing and completing new business submissions post-meeting
• Liaise with providers of Pension, Life and Investment products and obtain quotations to assist with research for product selection
• Support with the training of junior administrators, assist in annual reviews and valuations and other administrative tasks

As this role is highly technical, you will need to have the following skills:

• Experience supporting an IFA on a technical level, with a competent knowledge of compliance and FCA regulation
• High IT literacy with experience using systems such as Avelo (Adviser Office)/Intelligent Office/XPLAN
• A professional and polished demeanour, able to confidently liaise with UHNW clients, providers and internal stakeholders
• DipFA qualified is ideal, however some progress towards this would be considered

To support you in this role the firm are offering:

• Full study support towards Chartered Financial Planning Status
• A highly competitive salary of up to £45,000 with bonuses paid annually
• A supportive and collaborative culture whereby you will have the opportunity to learn from truly talented individuals
• The opportunity to put together a long-term progression plan

This is a long-standing client of Cameron James' and is a business who truly take care of their team, with regular socials, discretionary bonuses, an expansive employee benefit package and a fantastic, inclusive culture.

Candidates who feel confident in their ability to perform in this role are highly recommended to apply as this is an outstanding company and roles of this quality are rare.

Please note that due to Christmas opening hours there may be a delay in responding to successful applicants.