Paraplanner / Trainee Paraplanner

Overview

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.

Responsibilities

• The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience.
• To provide report writing support including the production of suitability reports for reviews and new business based on client needs.
• To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates.
• The significant majority of reports you will be involved with will be for High Net Worth/complex client situations.
• Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients.
• Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
• Assist with obtaining valuations, quotations and supporting application documentation.
• Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
• Manage own workload position and provide updates to line manager.
• Commit to continuous personal development and retain supporting records.
• To carry out any other duties as may reasonably be required.

Qualifications

Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position.

Benefits

A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team