Senior Paraplanner - 60k

FindCore; Leeds; Híbrido; GBP 55.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension contribution

Death in service benefit

Private medical insurance

Discretionary bonus

23–24 days annual leave + bank hols

Professional examination support

Advanced Diploma and Chartered status

Descripción de la vacante

FindCore are assisting an established independent wealth management firm in recruiting a Senior Paraplanner for a permanent role based in our central Leeds office. Other roles exist in Harrogate and Boston Spa, with hybrid working after training.

You will produce accurate, compliant suitability reports, conduct technical research, and support client reviews while handling complex pensions, investments, and wider financial planning cases.

Formación

• Minimum of two years’ experience as a Paraplanner.
• Level 4 qualification preferred or working towards it.
• CII Diploma or equivalent including pension planning papers is preferred.

Responsabilidades

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct technical research across financial-planning products and solutions.
• Assist with preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm’s provider panels.
• Monitor provider recommendations and investment structures on an ongoing basis.
• Update standard reports, wording and advisory tools with the Technical team.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and introducers.
• Provide technical guidance and training to other team members.
• Ensure all documentation meets regulatory standards.
• Collaborate with Advisers and administrators to progress cases efficiently.

Conocimientos

Analytical skills

Problem solving

Written communication

Excel

Organisation

Educación

Level 4 qualification

CII Diploma or equivalent (pension papers)

Herramientas

Microsoft Excel

Descripción del empleo

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner.

About the Role

Permanent position. This role will be based in the company’s central Leeds office. (There are other roles available in Harrogate and Boston Spa)

Responsibilities

• Produce accurate and compliant suitability reports within agreed timescales.
• Conduct detailed technical research across financial-planning products and solutions.
• Assist with the preparation of client portfolio reviews.
• Respond to technical queries from clients and Financial Advisers.
• Produce detailed client cash-flow models.
• Support advisers with complex pensions, investments and wider financial-planning cases.
• Assist with maintaining and updating the firm’s preferred provider panels.
• Monitor recommended providers, products and investment structures on an ongoing basis.
• Work with the Technical team to update standard reports, recommendation wording and advisory tools.
• Maintain up-to-date technical knowledge across all relevant areas of financial advice.
• Produce technical bulletins and updates for clients and professional introducers.
• Provide technical guidance and training to other members of the team.
• Ensure all advice documentation meets regulatory and internal compliance standards.
• Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

Qualifications

• Minimum of two years’ experience working as a Paraplanner.
• Level 4 qualified preferred, will consider working towards level if sufficient experience.
• Minimum CII Diploma or equivalent including pension planning papers is preferred.

Required Skills

• Excellent analytical and problem-solving abilities.
• Strong written communication skills with excellent attention to detail.
• Ability to interpret complex technical information and communicate it clearly.
• Competent using Microsoft Excel to an intermediate level.
• Strong organisational skills with the ability to manage competing deadlines.

Pay range and compensation package

• Fully negotiable salary based on experience and capabilities (around £60,000)
• Hybrid working following the initial office-based training period.
• Employer pension contribution.
• Death-in-service benefit of four times annual salary.
• 24 days’ annual leave plus bank holidays.
• Discretionary bonus.
• Vitality private medical insurance.
• Professional examination support and technical training.
• Support towards the Advanced Diploma and Chartered Financial Planner status.
• Senior position reporting directly to the Managing Director.
• Opportunity to influence the firm’s technical processes, provider panels and advice standards.
• Supportive and experienced wealth-management team.
• Central Leeds office location.