Hybrid Paraplanner - Financial Planning Support

Search; West Yorkshire; Hybrid; GBP 40.000 - 55.000; Vollzeit

Zusammenfassung

Search is seeking an experienced Paraplanner to join our established financial services team in West Yorkshire. You will support Financial Advisers with comprehensive paraplanning, suitability reports and robust cash-flow modelling to deliver high-quality financial planning for clients.

The role emphasizes accuracy, regulatory compliance and proactive collaboration with advisers and support teams. A Level 4 Diploma in Regulated Financial Planning or progress toward it is preferred.

Qualifikationen

• Experience providing paraplanning support for financial advisers.
• Ability to prepare suitability reports and recommendations.
• Strong research and analytical abilities for investment and retirement planning.

Aufgaben

• Provide paraplanning support to Financial Advisers across financial planning requirements.
• Prepare suitability reports and client recommendations.
• Conduct research and analysis for investment, pension and protection needs.
• Prepare cash-flow illustrations and planning tools.
• Ensure compliance and accuracy of client documentation.
• Collaborate with advisers and providers to progress cases.

Kenntnisse

Analytical thinking

Attention to detail

Report writing

Communication skills

Ausbildung

Level 4 Diploma in Regulated Financial Planning

CII Diploma in Regulated Financial Planning knowledge

Jobbeschreibung

Search is seeking an experienced Paraplanner to join our established financial services team in West Yorkshire. You will support Financial Advisers with comprehensive paraplanning, suitability reports and robust cash-flow modelling to deliver high-quality financial planning for clients.

The role emphasizes accuracy, regulatory compliance and proactive collaboration with advisers and support teams. A Level 4 Diploma in Regulated Financial Planning or progress toward it is preferred.