Job Information

A Leeds based Financial Advice Group is looking for a Paraplanner to cultivate strong working relationships with their Financial Advisers and lead the building and construction of the advice given.

You will benefit from;

• A generous starting salary of £32,000 and £35,000
• Discretionary bonus scheme
• Holidays : 25 days, plus Bank holidays
• 9% employer contribution, 0% employee
• Death in Service : 4x salary
• PMI
• Perkbox

When successful you will be expected to;

• Construct financial advice and produce suitability reports on advice relating to pension transfers, Inheritance Tax Planning, Trusts and all general Pensions and Investment products
• Pro-actively participate in case conferences with advisers at various stages of the advice process
• Attend client meetings where required
• Complete of tax calculations when required
• Help guide junior members of the team to produce research and quotes required for construction of the advice
• Build Voyant cashflow models for all clients
• Become a pro-active member of the team
• Complete due diligence and research on new propositions within the
• group

To be successful you will need;

• Level 4 Diploma in Financial Planning or equivalent experience
• Experience working within a Paraplanner role previously

If you would like to know more, please search ‘Cameron James Professional Recruitment`, call and ask for Richard.

Or apply now.