Paraplanner

Location: Leeds

Salary: £40,000

Working Pattern: Hybrid

Overview

We are looking for an experienced Paraplanner to join a professional and supportive financial planning team. This is a varied role providing high-quality technical support to Financial Planners and helping deliver excellent outcomes for clients.

You will be responsible for researching client circumstances and existing arrangements, supporting advisers with suitable recommendations and preparing accurate, compliant financial planning reports. The role would suit a motivated and organised Paraplanner who enjoys working in a collaborative environment and takes pride in delivering a high standard of work.

Key Responsibilities

• Prepare financial planning and suitability reports for Financial Planners to present to clients

• Conduct detailed research into pensions, investments, products and financial planning solutions

• Review clients’ existing arrangements against their financial objectives and requirements

• Support Financial Planners with client reviews and ongoing servicing

• Assist with client queries and day-to-day requests where required

• Arrange applications and recommendations with relevant provider companies

• Prepare client review packs, illustrations and supporting documentation

• Maintain accurate and compliant client records and files

• Ensure all wo...