My client is a well-reputable Investment Management & Financial Planning firm based in the North Leeds area, providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business in researching new products and writing detailed technical compliant suitability reports for clients.
The main purpose of the role is:
1. To provide a highly technical service to our team of advisers to ensure clients have a positive professional experience.
2. To provide report writing support, including the production of suitability reports for reviews and new business based on client needs.
3. To assist the Paraplanning Manager in logging incoming projects and maintaining up-to-date report templates.
The significant majority of reports you will be involved with will be for High Net Worth/complex client situations.
Your day-to-day responsibilities will include:
1. Assisting with the provision of fully compliant, accurate, potentially complex reports, including analysis, detailed research of funds and providers, and product recommendations for presentation to clients.
2. Assisting with research for Asset Allocation on clients' existing portfolios, quantifying and analyzing clients' existing investments.
3. Assisting with obtaining valuations, quotations, and supporting application documentation.
4. Providing all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
5. Managing your own workload and providing updates to your line manager.
6. Committing to continuous personal development and retaining supporting records.
7. Carrying out any other duties as may reasonably be required.
Ideally, we are seeking someone with a Diploma in Financial Planning / Level 4 qualification for this role, with around 1-3 years of experience within a Paraplanning role, with solid experience in Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally, we seek a career-focused Paraplanner who isn’t looking to become an Adviser in the immediate future, as this is really a career Paraplanner position.
A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS, as well as other benefits and working with a successful team!
Additional Information
VACANCY DETAILS
Location:
Harrogate
CLOSING DATE
Apr 30
APPLY NOW!
If you would like to apply for this vacancy by uploading your CV to Lime, please use the form below.
Vacancy Application
We would love to hear from you! Please fill out this form and we will get in touch with you shortly.
Your Name*
Your Email*
Date of Birth*
Where do you live*
Application Statement*
Please include why you would like to be considered for this Apprenticeship.
#J-18808-Ljbffr