Paraplanner

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 adva...