Paraplanner

Posted 30 April by Resource Matters Ltd
Salary negotiable
Guiseley , West Yorkshire
Permanent, full-time
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Posted by Resource Matters Ltd

Our Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process.

Main duties include: -

  • Supporting Consultants in preparing accurate financial plans and suitability reports.
  • Supporting the Consultants in research and analysis to meet client needs and objectives.
  • Have a full understanding of financial planning.
  • To provide support, where needed, to other team members.
  • Ensuring that any business conducted is done in a responsible and compliant manner.

The Candidate Criteria

  • Excellent understanding of the financial planning process.
  • Experience working in a Paraplanning role.
  • Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it
  • Flexible and able to deal with a multitude of and able to prioritise workloads.

Rewards

  • A competitive and negotiate salary based on experience.
  • A range of employee benefits
  • Our client has a friendly and supportive environment

Required skills

  • Paraplanning

Application question

Do you have paraplanning experience?

Reference: 52557509

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