Address
Form of work
SalaryOur Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process.
Main duties include: -
- Supporting Consultants in preparing accurate financial plans and suitability reports.
- Supporting the Consultants in research and analysis to meet client needs and objectives.
- Have a full understanding of financial planning.
- To provide support, where needed, to other team members.
- Ensuring that any business conducted is done in a responsible and compliant manner.
The Candidate Criteria
- Excellent understanding of the financial planning process.
- Experience working in a Paraplanning role.
- Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it
- Flexible and able to deal with a multitude of and able to prioritise workloads.
Rewards
- A competitive and negotiate salary based on experience.
- A range of employee benefits
- Our client has a friendly and supportive environment
