Paraplanners

Paraplanners | Leeds | Full Time | £35,000 - £45,000 DOE

Working Hours: Monday Friday, 09:00 17:00

Our client is looking to appoint two Paraplanners to join their Leeds office, with opportunities available for both a junior and a senior-level candidate.

They are looking for career Paraplanners who are committed to developing within the paraplanning profession and do not have an immediate desire to move into a Financial Adviser role.

The Role

As a Paraplanner, you will provide technical research services to Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating risks to the business.

The role is hybrid, with two days per week working from the Leeds office and three days from home. Mondays are a standard office day, providing the opportunity to work alongside the wider team, learn and ask questions.

Key Responsibilities

Work alongside Financial Planners in the provision and review of suitable investment propositions

Discuss client objectives with the relevant Financial Planner, identifying and obtaining the necessary client information to prepare suitability checks

Understand clients overall financial position from fact finds

Maintain high standards of information analysis and undertake comparative research to make suitable recommendations in line with identified client needs

Accurately prepare suitability reports to target deadlines

Undertake periodic reviews of existing client portfolios using appropriate software

Complete technical research as part of the existing arrangement review process

Maintain a working knowledge of Retail Investment Products

Liaise competently with Product Providers

Ensure all client queries are appropriately investigated and accurate responses are provided

Ensure full compliance with FCA and other regulations, FSMA and the Consumer Duty, including fair treatment of clients, suitability of advice and protection of clients assets

Complete cashflow modelling

Identify opportunities and skills gaps and increase knowledge through appropriate training

Maintain awareness of relevant trends in the private client wealth management sector and financial services as a whole

Develop and follow through on policy changes arising from insights gained

Participate in and contribute to Paraplanner meetings and client meetings where appropriate

Ensure accuracy when using appropriate systems and controls and adhere to agreed KPIs

Requirements

Essential

Minimum 23 years paraplanning experience

Level 4 CII or LIBF qualification, or currently studying towards the qualification for the junior position

Experience preparing suitability reports and undertaking technical research

Strong understanding of clients financial positions and fact finds

Experience undertaking comparative research to support suitable recommendations

Knowledge of Retail Investment Products

Understanding of FCA and other relevant financial services regulations

Strong attention to detail and accuracy

Ability to work to deadlines and agreed KPIs

Strong communication skills

A genuine interest in developing a long-term career as a Paraplanner rather than an immediate move into a Financial Adviser role

Desirable

Fully qualified Level 4 CII or LIBF qualification

510 years paraplanning experience for the senior position

Experience with cashflow modelling

Experience undertaking periodic reviews of existing client portfolios

Knowledge of FSMA and the Consumer Duty

Experience within private client wealth management

Whats In It For You

Salary of £35,000 £45,000 depending on experience and qualifications

Hybrid working with 2 days in the Leeds office and 3 days working from home

25 days holiday plus 1 well-being day and bank holidays

5% employee / 5% employer pension salary sacrifice

Critical illness cover at 1x salary

Opportunity to develop within a career Paraplanner position

Supportive office environment with opportunities to learn and develop

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