Paraplanner

Reward Recruitment; United Kingdom; On-site; GBP 36,000; Full time

Job summary

A leading company in financial services seeks a Paraplanner in Wakefield, offering a salary around GBP36,000 plus bonuses. The role involves preparing financial plans, managing client documentation, and assisting in meetings, requiring a Diploma Level Four in financial planning. Ideal candidates will be detail-oriented, technically proficient, and focused on efficiency.

Qualifications

• Holds or nearing completion of Diploma Level Four.
• Good understanding of compliance in financial planning.
• Driven individual who can manage tasks under pressure.

Responsibilities

• Prepare Financial Plans and Suitability Reports.
• Assist with client meetings and manage workflows.
• Enhance and streamline paraplanning processes.

Skills

Financial planning process

Report writing

Investment market research

Technical proficiency in pensions

Time management

Education

Diploma Level Four qualification

Tools

Financial modelling software

Back office software

Job description

Paraplanner

Wakefield

c. GBP36,000, plus bonus and benefits

Duties and responsibilities include:

• Prepare Financial Plans, Suitability Reports and Letters.
• Cash flow modelling and forecasting.
• Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
• Assist with client meetings when required, including note taking and follow up any actions as required.
• Manage your own workflows and tasks.
• Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Requirements:

• You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
• Good understanding of the financial planning process and associated compliance aspects.
• Driven and focused with the ability to complete tasks under pressure on time and right first time.
• Experience of report writing and conducting investment and product market research.
• Technically proficient across all areas of financial planning, especially pensions.
• Ability to use technical financial planning tools, financial modelling and back office software.

How to apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on