Technical Paraplanner

Reward Recruitment; Leeds; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work after probation

Bonus

Job summary

Reward Recruitment is seeking a Technical Paraplanner based in Leeds, West Yorkshire. The role involves preparing financial plans, reports and letters, with cash-flow modelling and forecasting responsibilities.

You will collate documentation to justify investment and product recommendations, including pensions and FCA compliance. Hybrid working is available after probation, with a comprehensive benefits package and a profit-related bonus.

Qualifications

• Diploma Level Four qualification and ideally Level 6 Chartered status.
• Good understanding of the financial planning process and associated compliance aspects.
• Driven and focused with the ability to complete tasks under pressure on time and right first time.
• Experience of report writing and conducting investment and product market research.
• Technically proficient across all areas of financial planning, especially investments and pensions.
• Ability to use technical financial planning tools, financial modelling and back office software.

Responsibilities

• Prepare Financial Plans, Suitability Reports and Letters.
• Cash flow modelling and forecasting.
• Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, EIS, VCT, IHT and Protection, along with a good understanding of FCA regulations and FCA products.
• Assist with client meetings when required, including note taking and follow up any actions as required.
• Manage your own workflows and tasks.
• Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Skills

Financial planning

Report writing

Investment research

Pensions

Financial modelling

Compliance knowledge

Education

Diploma Level Four

Level 6 Chartered status

Tools

Technical planning tools

Financial modelling software

Back office software

Job description

Technical Paraplanner

Leeds, West Yorkshire

£55,000 to £65,000 plus benefits and bonus (following successful completion of your probation, hybrid working is available)

Duties and responsibilities include:

• Prepare Financial Plans, Suitability Reports and Letters.
• Cash flow modelling and forecasting.
• Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, EIS, VCT, IHT and Protection, along with a good understanding of FCA regulations and FCA products.
• Assist with client meetings when required, including note taking and follow up any actions as required.
• Manage your own workflows and tasks.
• Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Requirements:

• You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status.
• Good understanding of the financial planning process and associated compliance aspects.
• Driven and focused with the ability to complete tasks under pressure on time and right first time.
• Experience of report writing and conducting investment and product market research.
• Technically proficient across all areas of financial planning, especially investments and pensions.
• Ability to use technical financial planning tools, financial modelling and back office software.