Paraplanner

Paraplanner

Leeds

£35,000 to £42,000

We are currently looking to recruit an experienced Paraplanner to join a successful team of financial planners. Suitable candidate will play a vital role in supporting the Financial Advisers by preparing financial reports, analysing client objectives, and delivering tailored financial advice.

Responsibilities:

• Researching and analysing financial products and services to source well-informed recommendations for clients. Exposure to a wide range of pensions and retirement products, investments and protection.
• In-depth analysis of clients' circumstances, portfolios, and objectives, to allow creation of tailored recommendation reports working in collaboration with Financial Advisers.
• Preparation of comprehensive financial planning reports, suitability letters, and other written information for clients.
• Collaborating with the wider support team to ensure compliance with financial regulations and internal policies and procedures.
• Building relationships with clients and being the point of contact via email and telephone.
• Other ad hoc technical and administrative tasks to support the advisers and clients.

Requirements:

• Experience within a similar role.
• Extensive knowledge of financial planning and financial products and services.
• A high level of written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Proven capability to work independently and collaboratively within a team environment.
• Exceptional attention to detail and accuracy.

This is a fantastic opportunity for a technical financial planning professional to contribute to a dynamic and successful team, with the opportunity to progress into becoming a Financial Planner.

Please send your CV to sj @ rewardrecruitment. co. uk or call Stuart on 0 7 7 4 7 7 8 2 9 3 4.