FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner .
Permanent position. This role will be based in the company's central Leeds office.
Salary
Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits
Key Responsibilities
- Produce accurate and compliant suitability reports within agreed timescales.
- Conduct detailed technical research across financial-planning products and solutions.
- Assist with the preparation of client portfolio reviews.
- Respond to technical queries from clients and Financial Advisers.
- Produce detailed client cash-flow models.
- Support advisers with complex pensions, investments and wider financial-planning cases.
- Assist with maintaining and updating the firm's preferred provider panels.
- Monitor recommended providers, products and investment structures on an ongoing basis.
- Work with the Technical team to update standard reports, recommendation wording and advisory tools.
- Maintain up-to-date technical knowledge across all relevant areas of financial advice.
- Produce technical bulletins and updates for clients and professional introducers.
- Provide technical guidance and training to other members of the team.
- Ensure all advice documentation meets regulatory and internal compliance standards.
- Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.
Skills & Experience
- Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role.
- Strong written communication skills with excellent attention to detail.
- Ability to interpret complex technical information and communicate it clearly.
- Competent using Microsoft Excel to an intermediate level.
- Strong organisational skills with the ability to manage competing deadlines.
- Confident supporting and developing less-experienced colleagues.
What's on Offer
- Fully negotiable salary based on experience and capabilities.
- Employer pension contribution.
- Death-in-service benefit of four times annual salary.
- 24 days' annual leave plus bank holidays.
- Discretionary bonus.
- Vitality private medical insurance.
- Professional examination support and technical training.
- Support towards the Advanced Diploma and Chartered Financial Planner status.
- Senior position reporting directly to the Managing Director.
- Opportunity to influence the firm's technical processes, provider panels and advice standards.
- Supportive and experienced wealth-management team.
- Central Leeds office location.
For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Paraplanner / Senior Paraplanner - Leeds employer: FindCore
FindCore is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. As a Contracts Manager in Lanarkshire, you will benefit from a competitive salary, a company fuel card, and a car allowance, all while working in a dynamic environment that values teamwork and quality service delivery across the public sector.
