At a Glance
- Tasks: Support Financial Planners by conducting research and producing detailed Financial Planning Reports.
- Company: Join a dynamic financial services team in Oulton, Leeds.
- Benefits: Competitive salary, supportive environment, and professional development opportunities.
- Other info: Flexible working hours and a friendly team atmosphere await you.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Experience in financial advice and strong report writing skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Description
We have a fantastic vacancy for a Paraplanner to join our Oulton Office.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements.
After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
The successful candidate will need to be motivated, friendly and professional at all times.
Office
Perspective (BLM)
Location
Oulton, Leeds
Hours
Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary
Competitive dependent on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Requirements
- Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/ adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, Power Point.
Paraplanner in Leeds employer: Perspective Financial Group
At Perspective, we pride ourselves on being an exceptional employer, offering a supportive and collaborative work environment in our Oulton office. Our team-oriented culture fosters professional growth, with opportunities for ongoing training and development, ensuring that our Paraplanners can thrive while delivering outstanding client service. With competitive salaries and a commitment to work-life balance, we provide a rewarding career path for those looking to make a meaningful impact in the financial advice sector.
Contact Details:
Perspective Financial Group Recruitment Team
