Paraplanner: Elevate Client-Focused Financial Planning

TieTalent; Leeds; Vor Ort; GBP 50.000 - 85.000; Vollzeit

Benefits dieser Stelle

Annual bonus

25 days holiday plus bank holidays

Life assurance 4 x salary

Funded exams and paid study leave

Voluntary flexible benefits

Zusammenfassung

A financial services firm is seeking an experienced Paraplanner to support financial advisers and provide comprehensive financial advice. The ideal candidate will have at least 2 years of experience and several financial planning qualifications. Responsibilities include conducting research, analyzing investment portfolios, and compiling reports. This role offers competitive salary and excellent benefits.

Qualifikationen

• Minimum 2 years of experience in a paraplanning role.
• Must have secured several financial planning (R0) qualifications.
• Ability to work independently and under pressure.

Aufgaben

• Conduct research on clients' financial planning arrangements.
• Undertake investment portfolio analysis.
• Write technical and accurate suitability reports and client service agreement letters.

Kenntnisse

Technical knowledge in financial planning

Teamwork and collaboration

Attention to detail

Ausbildung

Diploma in Regulated Financial Planning

Jobbeschreibung

A financial services firm is seeking an experienced Paraplanner to support financial advisers and provide comprehensive financial advice. The ideal candidate will have at least 2 years of experience and several financial planning qualifications. Responsibilities include conducting research, analyzing investment portfolios, and compiling reports. This role offers competitive salary and excellent benefits.