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Paraplanner

Posted on Jul 11, 2019 by CV-Library

West Yorkshire, United Kingdom
Call Center & Customer Service
Immediate Start
£33k - £42k Annual
Full-Time
Due to strong growth and huge success, this highly reputable Wealth Management Practice, is looking to further enhance its Technical Support Team with the appointment a Paraplanner

Based in Leeds, our client has established a strong presence and enviable reputation in the local market, focusing almost exclusively on socially and ethically responsible investment business. It boasts a real 'hands on’ approach to financial planning for high net worth individuals, with bespoke portfolios managed for each individual. Our client is enjoying a period of sustained growth and success, which is resulting in higher volumes of new business, and therefore increased administrative responsibilities. As a result, a Paraplanner with experience of dealing with high net worth clients is urgently required.

As a Paraplanner, you will be working closely with the Consultants, you will operate as a team throughout the advice process, ensuring a first class client service is delivered. More specifically, you will interpret data obtained by Consultants during client meetings, conducting research to provide solutions to meet their needs, and recommending an appropriate course of action through suitability letters presented to the Consultant. Other day to day duties will include dealing with client and provider queries, preparing existing client files ready for reviews, and ensuring all files are compliant on an ongoing basis. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.

It is essential that you have relevant experience as a Paraplanner, including report writing and research responsibilities. You will have a clear understanding of the financial planning process, with a good level of technical knowledge across investment and pension advice. It would significantly strengthen your application if you have achieved, or made good progress towards, Diploma qualification, though this is by no means essential.

In return, you will receive a competitive basic salary, as well as enjoying an attractive benefits package including discretionary bonuses and generous pension contribution, as well as the financial backing for studying industry qualifications

Reference: 210393081

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