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Form of workExciting Opportunity: Experienced Paraplanner Wanted!
Location: Hybrid role (1 day/week in Leeds office)
About the Role:
Join one of the largest Independent Financial Service networks today as a Paraplanner, this firm are looking for driven individuals who are wanting to develop their career and be part of this fantastic period of growth. You will be at the forefront of creating comprehensive, well-researched suitability reports ensuring optimal outcomes for our customers.
Your Rewards:
- Competitive Salary: £35,000 - £40,000
- Bonus Scheme: Attractive 7.5% on-target bonus
- Pension: Up to 15% contribution (5% from you and 10% from us)
- Insurance Benefits: Critical illness, Income protection (1x salary), and Death in service (4x salary)
- Generous Holidays: 25 days plus bank holidays, with the option to purchase up to 10 additional days
- Additional Benefits: Private medical insurance, dental insurance, and a suite of other flexible option
Key Responsibilities:
- Assess and ensure Paraplanning cases comply with FCA and 2plan standards
- Collaborate with advisers for precise case information
- Provide advisory feedback and maintain high-quality standards in report compilation
- Efficiently handle whole market research and complex report generation
- Uphold compliance, accuracy, and excellence in all cases
- Contribute to continuous improvement through trend analysis and proactive identification
What You'll Bring:
- Experience in a financial services Paraplanning role
- Qualification: Level 4 diploma qualified or nearly there
- Skills: Strong financial planning, organization, understanding of risk, multitasking, problem-solving, and excellent communication
Apply for consideration!
