Paraplanner

A chance to work for an exciting investment management firm in Leeds.

Client Details

A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.

Description

As a Paraplanner, you will be supporting the Financial Planners with technical research and administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:

• Preparing suitability reports for clients and preparing client review packs
• Providing a strong customer service to clients, dealing with technical queries in a timely and efficient manner
• Carrying out specific research on financial products for each individual client needs
• Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
• Submitting plans to third party provider companies
• Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodies
• Staying abreast of latest products and changes to industry regulations

Profile

For this Paraplanner role, we are looking for someone who has:

• Worked in a similar role with experience of paraplanning or administrative support for financial planners or front office
• Ideally level 4 qualified with desire to progress further
• Excellent communication skills with confidence to speak to various stakeholders and enjoys client interaction
• Prides themselves on their customer service skills
• Has a strong attention to detail and able to work with a high level of accuracy
• Strong analytical skills and able to solve problems effectively
• Confidence with systems and IT

Job Offer

As Paraplanner, you will get:

• Attractive salary depending on experience and qualification
• 25 days holiday as well as option to buy/sell
• Company pension scheme
• Private healthcare
• Discount on services such as dental, eye care etc
• Support for professional development
• Employee Assistance Programme
• Work from available 2-3 days a week
• Company bonus scheme