Technical Paraplanner Leeds, West Yorkshire £55,000 to £65,000 plus benefits and bonus (following successful completion of your probation, hybrid working is available) Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, EIS, VCT, IHT and Protection, along with a good understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically pro...
Technical Paraplanner employer: Reward Recruitment Careers
Join a dynamic and supportive Chartered Financial Planning practice in West Yorkshire, where your expertise as an Independent Financial Advisor will be valued and rewarded. With a competitive salary and the opportunity to work alongside a seasoned Managing Director, you'll benefit from a collaborative work culture that prioritises professional growth and client success. Enjoy inheriting a profitable client bank while being part of a team that fosters independence and innovation.
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Reward Recruitment Careers Recruitment Team
