Job Information

A network of financial advisers is looking to recruit an experienced para-planner to join their team in central Leeds. The successful candidate will receive full professional development support along with a competitive salary and benefits.


Requirements:

• At least 3 years’ experience in a para planning role or as a senior IFA administrator
• Ideally qualified to Level 4 DipFA or above, working towards level 6
• Knowledge of the pensions, life and investments market
• Experience of writing suitability letters
• Knowledge of Avelo desired but not essential


Duties include:

• Compiling financial planning reports including data analysis and research.
• Quantifying and analysing investments
• Prospecting new clients and qualifying leads to ensure business targets are achieved
• Risk modelling
• Creating pension forecasts



Benefits include enrolment in a company pension scheme and support for study towards further QCF qualifications up to chartered status. Our client is a highly-regarded network of professional IFAs and there will be opportunities for further advancement within the company.

If you are interested and feel that you fit the above profile please apply within and a consultant from Cameron James will be in touch within 2 weeks if your application is successful only.