Paraplanner / Administrator

Lime Search & Select Ltd; Leeds; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

An established industry player is seeking a proactive Paraplanner/Administrator to join their dynamic team in Leeds. This role offers the chance to work closely with Financial Advisers, producing essential reports, conducting investment research, and managing client communications. The position starts office-based but allows for hybrid work after competency is demonstrated. With a competitive salary and a range of benefits including a pension scheme and annual bonus, this opportunity is perfect for those looking to grow in the financial planning sector. If you're ready to take the next step in your career, this role is an exciting chance to make a meaningful impact.

Benefits

Annual bonus

Pension scheme

Death in Service

Private Medical Insurance

25 days holiday plus bank holidays

Qualifications

• 1-3 years in an Administrative role within Financial Advisory.
• Studying towards a Diploma in Financial Planning is ideal.

Responsibilities

• Produce suitability reports and client review letters.
• Conduct investment and product research.
• Manage diaries and client communications.

Skills

Financial Planning

Client Communication

Report Writing

Investment Research

Diary Management

Education

Diploma in Financial Planning

Tools

Intelliflo

Dynamic Planner

Adviser Asset

Defaqto

Job description

My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients, and businesses with sound Financial Planning services and advice.

Position

We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with:

1. Producing suitability reports for new business and writing client review letters using in-house templates
2. Investment and product research
3. Putting together client review packs
4. Processing new business
5. Investment switches/withdrawals/top ups etc
6. Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc
7. Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows
8. Diary management, LOA’s etc
9. Dealing with clients by email and telephone

Initially this role will be 100% office based, however once assessed and competent, the successful individual will be allowed to work from home 2 days a week.

Qualifications

We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector for 1-3 years. Ideally, you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already. However, if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm.

Compensation and Benefits

Salary of £28,000-£32,000 p.a. dependent on experience

Annual bonus

Pension scheme, Death in Service, and Private Medical Insurance

25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).

Location

Leeds

CLOSING DATE

Apr 30

APPLY NOW!

If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.