Paraplanner / Administrator

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

Job summary

A prominent independent financial advisory firm in Leeds is seeking a hybrid Paraplanner / Administrative role. The position involves supporting Financial Advisers with reporting, research, and client management. Ideal candidates should have relevant administrative experience in the financial sector and be pursuing financial qualifications. Competitive salary and benefits including a bonus scheme and holiday entitlement make this an attractive opportunity.

Benefits

Annual bonus

Pension scheme

Death in Service benefit

Private Medical Insurance

25 days holiday plus bank holidays

Qualifications

• 1-3 years experience in an Administrative role within Financial Advisory.
• Studying towards a Diploma in Financial Planning.
• Ability to start qualifying with the firm if experience sufficient.

Responsibilities

• Produce suitability reports and client review letters.
• Perform investment and product research.
• Process new business and manage diaries.

Skills

Investment research

Client communication

Report writing

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 business 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:

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

We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 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.

Salary of £28,000-£32,0000 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).

Additional information

VACANCY DETAILS

Location:
Leeds

CLOSING DATE

Apr

30

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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.