|Location: LEEDS, WEST YORKSHIRE||Salary: 25000 - 32000 GBP Per Annum|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: N/A|
|Posted: 7 months ago||Reference: 3041272|
My client, one of the leading Wealth Managers in the UK with a key office in West Yorkshire is seeking an experienced Paraplanner to support the ongoing growth of the business. This is a first class opportunity for an experienced and ambitious individual to join a highly regarded practice
As a successful candidate for the Paraplanner role you will be:
Level 4 qualified and have strong experience within Financial Services.
This will ideally be in a a paraplanning capacity
- To support Financial Advisers with the delivery of high quality, accurate reports in an efficient and timely manner.
- To produce high quality, accurate research
- To provide guidance and support to advisers in the production of full and accurate client information to support the advice process.
- To assist with any new business initiatives, as required.
- To assist with research and surveys.
- Achieved Diploma in Financial Planning and commit to working towards Chartered status where appropriate.
- Demonstrate a strong awareness and technical knowledge of Financial Services Industry products
- Possess an understanding of the Financial Services Industry including the implications and expectations of RDR.
- Possess an in-depth understanding of compliance framework and other legal processes.
- Excellent communication skills both by phone and in writing.
- Exceptional report writing and presentation skills.
- An ability to produce effective technical and product research.
- Excellent IT skills and competent use of research tools.
- Excellent organisational and time management skills.
This is an excellent opportunity to join a practice that put their clients at the heart of everything they do.
The successful individual will be positive with a proactive approach to work and have a strong commercial awareness.
In order to apply please contact Helen Spriggs on 0113 2368957 or email you cv to firstname.lastname@example.org
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