Paraplanner: Elevate Client-Focused Financial Planning

TieTalent; Leeds; On-site; GBP 50,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday plus bank holidays

Life assurance 4 x salary

Funded exams and paid study leave

Voluntary flexible benefits

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Technical knowledge in financial planning

Teamwork and collaboration

Attention to detail

Education

Diploma in Regulated Financial Planning

Job description

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.