Hybrid Paraplanner Associate

Progeny; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services provider is seeking Associate Paraplanners to support financial planners in delivering client solutions. You will draft suitability letters, research client needs, and maintain documentation. Ideal candidates should have experience in client services and be pursuing a Diploma in Financial Planning. This role promotes professional growth and offers a hybrid working model across various locations in the UK, including Leeds.

Benefits

Opportunities for professional development

Hybrid working model

Qualifications

• Experience in client services is essential.
• Ability to research financial requirements effectively.

Responsibilities

• Support Financial Planners with client financial solutions.
• Draft suitability letters based on research.
• Maintain thorough documentation of client interactions.

Skills

Client Services experience

Research skills

Education

Pursuing a Diploma in Financial Planning

Job description

A financial services provider is seeking Associate Paraplanners to support Financial Planners with client financial solutions. Responsibilities include researching client requirements, drafting suitability letters, and maintaining documentation. Ideal candidates should possess Client Services experience and be pursuing a Diploma in Financial Planning. This role offers opportunities for professional development within a hybrid working model across various UK locations including Leeds.