Paraplanner

A national wealth management practice who are rapidly growing are looking to bring in an experienced Paraplanner to their technical department. 

Location – Leeds, UK
Salary Рup to £42,000, dependent on experience
Duration – Permanent, full time

Key Responsibilities 

• Support the Financial Planners in research and analysis to meet client needs and objectives.
• Prepare client financial plans and suitability reports/letters for Financial Planners ‚Äì including annual review, new business or ad hoc advice reports.
• Manage the presentation of technical data to the Financial Planners.
• Compile cashflow models when required as part of the advice process.¬†

Benefits 

• hybrid working policy
• 30 days holiday + public holidays + birthday off!¬†
• PMI
• matched pension contributions

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Para-Planner, Paraplanning, financial planning, IFA, financial adviser, financial advisor, wealth planner