Ambitious Paraplanner – Hybrid Role with Career Growth

Recruit Wealth Limited; West Yorkshire; Hybrid; GBP 38,000 - 42,500; Full time

Benefits offered by this job

Hybrid working

Birthday off

Bonus scheme

Study support for qualifications

Private pension

Life assurance

Eye-care cover

Job summary

Recruit Wealth Limited in Leeds is recruiting a Paraplanner to support Financial Planners in delivering high-quality financial planning solutions. You will produce detailed suitability reports and conduct product research as part of a collaborative team.

The ideal candidate has paraplanning experience, a diploma or equivalent qualification, and strong IT and analytical abilities to manage multiple client matters with accuracy and timeliness.

Qualifications

• Previous paraplanning experience in financial advice.
• Diploma qualification preferred.
• Experience with Intelligent Office is highly desirable.
• Strong analytical and research skills.
• Excellent attention to detail and organizational ability.
• Confidence to manage multiple priorities effectively.
• Outstanding communication and teamwork skills.
• Strong IT skills including Word, Excel and PowerPoint.

Responsibilities

• Producing high quality suitability reports.
• Conducting detailed research on financial products, providers and strategies.
• Supporting Financial Planners with client reviews and ongoing planning needs.
• Acting as a technical support contact for the financial planner and client queries.
• Submitting applications to providers and managing documentation.
• Maintaining accurate, compliant and well-presented client records.
• Ensuring all work is completed in line with FCA and internal compliance standards.

Skills

Analytical skills

Research skills

Attention to detail

Organizational ability

Communication skills

Teamwork

IT skills

MS Word

MS Excel

PowerPoint

Education

Diploma qualification

Tools

Intelligent Office

Job description

Recruit Wealth Limited in Leeds is recruiting a Paraplanner to support Financial Planners in delivering high-quality financial planning solutions. You will produce detailed suitability reports and conduct product research as part of a collaborative team.

The ideal candidate has paraplanning experience, a diploma or equivalent qualification, and strong IT and analytical abilities to manage multiple client matters with accuracy and timeliness.