Job Information

Our client is an IFA network seeking a paraplanner to join their team in Leeds. The successful candidate will be knowledgeable about pensions, investments and life insurance, and be highly focused with excellent attention to detail. The company produce bespoke portfolios for high net-worth clients and are looking for an experienced and competent paraplanner.

A higher-than-average salary will be offered and the company will support the candidate for further study and offer excellent opportunities for professional development.

Requirements:

• At least 2 years’ paraplanning experience
• Knowledgeable about pensions, investments and life markets
• Experience of working on bespoke portfolios preferred
• Level 4 DipFA and working towards chartered status




Duties and responsibilities will include:


• Producing valuations
• Carrying out market research and making recommendations
• Writing suitability letters and ensuring compliance
• Attending client meetings
• Working closely with the advisor to produce bespoke solutions for clients




If you think you fit the requirements for this position, please get in touch. Should your application be successful, a consultant from Cameron James will contact you within 2 weeks.