Job Details

Paraplanner

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Leeds

Salary:

Job Ref.: PG:LDSEFA

Job Information

Due to significant growth my client is now looking to recruit an experienced and qualified Paraplanner to join a successful IFA Practice in Leeds.

The Role:

• Extensive experience producing technical bulletins to be sent to clients when suitable
• Produce accurate, compliant suitability reports within agreed timescales.
• You will be assisting in the production of client portfolio reviews.
• Provide response to client technical queries across pensions, life and investment products
• Assisting with the production of client cash flow models
• When required you will also assist in the training to other members of staff and giving them relevant advice


Key Requirements:

The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice.

• Minimum 3 years in a similar role within an IFA, not a bank/provider
• You will have DipFA will look to advance to AF3
• Must be competent in the use of Excel.
• You will have a dynamic and personable approach


The role offers a leading industry salary starting from £27,000-£35,000 and full company benefits including study support to Chartered Status. Candidates who join and show an entrepreneurial spirit will be progressed to Advisor status should they be interested in this career path.

If you would like to apply for this vacancy please reply to the website and a consultant at Cameron Jones will be in touch.