Paraplanner / Trainee Paraplanner

www.topfinancialjobs.co.uk - Jobboard; Teignbridge, Harrogate; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner/Trainee Paraplanner to provide exceptional support to Financial Advisers. This role is crucial for delivering technical services and preparing detailed suitability reports for high net worth clients. Ideal candidates will have a Diploma in Financial Planning and experience in paraplanning, with a focus on report writing and research. Join a successful team offering a competitive salary, generous holiday, and a non-contributory pension scheme, making this an excellent opportunity for career growth and professional development.

Benefits

30 days holiday

9% non-contributory pension

company bonus scheme

4x DIS

Qualifications

• 1-3 years experience in paraplanning, especially in report writing.
• Knowledge of compliance standards and ethical advice.

Responsibilities

• Assist in producing accurate and complex suitability reports.
• Research asset allocation and analyze existing portfolios.
• Manage workload and communicate progress effectively.

Skills

Research Methodologies

Report Writing

Financial Planning

Client Communication

Education

Diploma in Financial Planning

Job description

My client is a reputable Investment Management & Financial Planning firm based in North Leeds, providing comprehensive financial services to both individuals and businesses.

We are urgently seeking a Paraplanner / Trainee Paraplanner to join our team. The role involves supporting Financial Advisers by researching new products and preparing detailed, compliant suitability reports for clients.

Main Purpose of the Role:

• To deliver a highly technical service to advisers, ensuring a positive professional experience for clients.
• To support report writing, including suitability reports for reviews and new business, tailored to client needs.
• To assist the Paraplanning Manager with logging projects and maintaining report templates.
• Most reports will involve high net worth or complex client situations.

Key Responsibilities:

• Assist in producing fully compliant, accurate, and potentially complex reports, including analysis, detailed research, and product recommendations.
• Research asset allocation, analyze existing portfolios, and support valuations and quotations.
• Gather supporting documentation and ensure all advice aligns with ethical and compliance standards.
• Manage workload effectively and communicate progress to line managers.
• Engage in continuous professional development and maintain records of learning.
• Perform any other duties as reasonably required.

Candidate Requirements:

Ideally, candidates will hold a Diploma in Financial Planning / Level 4 qualification, with 1-3 years of experience in paraplanning, particularly report writing and research methodologies. We are also open to candidates with limited experience who are part-qualified and seeking to advance into a full paraplanning role. This position is suited for a career-focused paraplanner not intending to become an adviser in the immediate future.

Benefits:

Competitive salary, 30 days holiday, 9% non-contributory pension, company bonus scheme, 4x DIS, and other benefits, working with a successful team.