The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Trainee Paraplanner in support of their ever-expanding, private wealth focused adviser base. You must be part-way through your Diploma (CII), hold adviser support experience and now be looking for that opportunity to step into paraplanning work across the next 6-12 months:
* Office Location: Headingley, North Leeds
* Hybrid/Home Working: Yes - Split between office/home working
Package: £28-30k base DOE + bonus & full company benefits
* Key Benefits: 8% non-contributory pension, 4xDIS & PMI
* Holidays: 25 days holiday + stats
The Role: Sits within the firm’s technical research & report writing team working closely with clients to help them achieve their financial goals in a cashflow modelling/lifestyle planning and wholly consultative style of advice. Duties include:
1. Preparing and maintaining the client file and electronic records via the use of our Intelligent Office back-office system and ensuring all information meets the requirements of the Company and FCA
2. Working collaboratively with all back-office tools such as CMT, Finametrica and PAS while also ensuring all information is updated and accurate at all times - to include Service Case and Workflow management...