Paraplanner

FindCore; Leeds; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Salary negotiable

Hybrid working after training

Employer pension contribution

Death-in-service benefit

24 days annual leave + bank holidays

Discretionary bonus

Private medical insurance

Professional examination support and培训

Support towards Advanced Diploma/Char…

Senior position reporting to MD

Central Leeds office

Job summary

FindCore are assisting an established independent wealth management firm with the recruitment of a Paraplanner. Permanent role based in the central Leeds office, with other roles available in Harrogate and Boston Spa.

You will produce suitability reports, conduct technical research, and support advisers with pensions, investments and client reviews. The role offers hybrid working after training, a competitive salary, pension contributions, and opportunities for professional qualification support.

Qualifications

• Minimum of two years’ experience working as a Paraplanner.
• Level 4 qualification preferred; will consider working towards level if sufficient experience.
• Minimum CII Diploma or equivalent including pension planning papers is preferred.

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with the preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm’s preferred provider panels.
• Monitor recommended providers, products and investment structures on an ongoing basis.
• Work with the Technical team to update standard reports, recommendation wording and advisory tools.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and professional introducers.
• Provide technical guidance and training to other members of the team.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

Skills

Analytical skills

Problem solving

Written communications

Attention to detail

Technical interpretation

Excel skills

Time management

Organization

Education

Level 4 qualification (preferred)

CII Diploma or equivalent (pension planning papers preferred)

Tools

Microsoft Excel

Job description

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Paraplanner.

About the Role

Permanent position. This role will be based in the company’s central Leeds office. (There are other roles available in Harrogate and Boston Spa)

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with the preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm’s preferred provider panels.
• Monitor recommended providers, products and investment structures on an ongoing basis.
• Work with the Technical team to update standard reports, recommendation wording and advisory tools.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and professional introducers.
• Provide technical guidance and training to other members of the team.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

Qualifications

• Minimum of two years’ experience working as a Paraplanner.
• Level 4 qualified preferred, will consider working towards level if sufficient experience.
• Minimum CII Diploma or equivalent including pension planning papers is preferred.

Required Skills

• Excellent analytical and problem-solving abilities.
• Strong written communication skills with excellent attention to detail.
• Ability to interpret complex technical information and communicate it clearly.
• Competent using Microsoft Excel to an intermediate level.
• Strong organisational skills with the ability to manage competing deadlines.

Preferred Skills

None specified.

Pay range and compensation package

• Fully negotiable salary based on experience and capabilities.
• Hybrid working following the initial office-based training period.
• Employer pension contribution.
• Death-in-service benefit of four times annual salary.
• 24 days’ annual leave plus bank holidays.
• Discretionary bonus.
• Vitality private medical insurance.
• Professional examination support and technical training.
• Support towards the Advanced Diploma and Chartered Financial Planner status.
• Senior position reporting directly to the Managing Director.
• Opportunity to influence the firm’s technical processes, provider panels and advice standards.
• Supportive and experienced wealth-management team.
• Central Leeds office location.