Job Information

Financial Services. Paraplanner Vacancy. Leeds. £30,000 - £35,000. Very close to the bus and train stations. Discretionary Bonus Scheme. Normal Working Hours (no evenings or weekends). Auto-enrolment. Good Benefits Package.

The role is with a very successful Financial Planner in central Leeds who are seeking to expand.

As a Paraplanner you will be responsible for the production of valuation reviews, technical information including preparing responses to client queries and the production of recommendation letters/reports.

Duties will include but will not be limited to;

• Produce accurate, compliant client reports within agreed timescales.



• Assist in the production of client portfolio reviews.



• Provide response to client technical queries.



• Produce client cash flow models.



• Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice.



• Produce technical bulletins to be sent to clients and introducers when appropriate.

The successful candidate must have previous experience within the Financial Services and ideally be qualified to Level 4 and above.



For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong for further information please contact me on 0161 638 8627, email simon.wong@cameron-james.co.uk