Paraplanner

Leeds

£35,000 - £40,000

NJR now have an excellent opportunity for an ambitious Paraplanner to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre

What's in it for you?

• Competitive Salary
• Hybrid working after probationary period
• 25 Days Holiday + Bank Holidays
• Death in service cover
• Private Healthcare
• Full Study Support
• Early Finish on Fridays
• Dress Down Fridays

The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines.

Working collaboratively with the financial adviser and as part of a busy and friendly team the successful candidate will be responsible for:

• Reviewing and understanding existing scheme information from providers.
• Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
• Contacting clients and providers as required
• Completing accurate, detailed and thorough Suitability Reports, using templates to support and adding free text as needed
• Ensure compliance with office policies and industry regulations.
• Any other general administrative/research duties as required

What do we need from you?

• Previous experience as a paraplanner
• Level 4 Diploma qualified as a minimum, although chartered is preferable
• Strong knowledge across financial products including trusts and IHT Planning
• You will have excellent understanding of Microsoft systems Word, Outlook, Excel, as well as having solid communication skills and the ability to multi-task.

Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment, in return they will fully encourage those who are keen to progress, offering ongoing training and development for those wishing to advance with a career in Financial Planning.

For further information please apply today or contact one of our specialist consultants quoting REF: NJR:16973