Job Role: Paraplanner

Location: North Leeds

Salary: £38,000 - £45,000 (full time or part time)

We are working with a respectful and family run financial planning firm seeking a Paraplanner to join their friendly and dedicated team to aid delivery of truly independent financial advice.

Working for various Directors you will provide technical and administrative support, carry out and deliver annual client reviews. In addition, you will create detailed suitability reports and cash flow models whilst ensuring all client records are compliant and current.

About You

You will have provided support to Financial Planners surrounding investment and pension advice.

Be Diploma qualified (or equivalent) preferred.

Demonstrate knowledge of and proficiency in research tools ideally to include at least some of the following: O&M, FE Analytics, iRESS and Avelo Exchange, XPlan.

You will be an excellent communicator in both oral and written communication.

The ability to work on our own initiative and deal with general client enquiries in an efficient and organised manner is essential.

In Return

A supportive and developmental environment to aid further learning

27 holiday days + bank holidays

Group pension scheme

Death In Service

Free parking

Please apply to this position using the apply button - we would love to hear from you!