Paraplanner - Complex Reports & High Net Worth Research

Lime Professional Services; England; On-site; GBP 28,000 - 45,000; Full time

Benefits offered by this job

30 days holiday

9% non-contributory Pension

Company Bonus Scheme

4x DIS

Job summary

A reputable Investment Management firm in North Leeds seeks a Paraplanner / Trainee Paraplanner to support Financial Advisers by researching new products and writing detailed suitability reports for clients. Ideal candidates should have a Diploma in Financial Planning and 1-3 years of paraplanning experience, focusing on career development in this role. A strong benefits package includes 30 days holiday, 9% pension, and company bonuses, promoting a positive team environment.

Qualifications

• 1-3 years experience within a Paraplanning role.
• Good solid experience within Report Writing.
• Part-qualified candidates are considered.

Responsibilities

• Provide report writing support including suitability reports.
• Assist with research for Asset Allocation on client portfolios.
• Manage own workload and provide updates to line manager.

Skills

Report Writing

Research Methodologies

Analytical Skills

Education

Diploma in Financial Planning / Level 4

Job description

A reputable Investment Management firm in North Leeds seeks a Paraplanner / Trainee Paraplanner to support Financial Advisers by researching new products and writing detailed suitability reports for clients. Ideal candidates should have a Diploma in Financial Planning and 1-3 years of paraplanning experience, focusing on career development in this role. A strong benefits package includes 30 days holiday, 9% pension, and company bonuses, promoting a positive team environment.