Paraplanner

Overview

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.

The office is based in Leeds and would only require 2 days per week in the office.

• To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Preparation of fund switch and encashment letters according to advice provided.
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source
• Liaise with Product Providers / Third Parties regarding any technical queries

• Ideal candidate will hold level 4 diploma and have at least 3 years plus experience as a Paraplanner.
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role.