Leeds
Paraplanner Job description
Overview: An excellent opportunity for an experienced paraplanner has arisen to join a reputable IFA practice. Your role will be supporting a team of highly experienced and respected advisors. They’re very growth-minded, and are happy to support as you develop your career.
Key Skills: You will need to have worked within the Financial Services industry and as a paraplanner for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA’s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.
You must have had experience of writing suitability reports.
If not already qualified to diploma level, should be part qualified or keen to progress further.
Key responsibilities and accountabilities:
1. Produce professional suitability reports
2. Tailoring suitability letters to individual clients
3. Responsible for file preparation for meetings and existing business administration
4. Provide specific product, provider and fund research
5. Assisting administrators during busy periods and working in a team environment.
6. Other administrative duties
Job Types: Full-time, Permanent
Salary: £35,000.00 per year (dependent upon experience)
Hols: 25 days plus bank holidays