Paraplanner
Paraplanner - Leeds - Hybrid WorkingSalary: £40,000-£47,000 (up to £50,000 for highly experienced candidates)We are seeking an experienced Paraplanner to join a dynamic, forward-thinking financial services firm in Leeds. This is a hybrid role, offering the flexibility to work from home up to 2 days per week following an initial training period.As a key member of the Paraplanning team, you will support the delivery of tailored financial planning solutions, working closely with Financial Planners and Client Executives to ensure an exceptional client experience. You will be responsible for producing compliant, high-quality suitability reports and recommendations, helping clients achieve their financial goals.Key Responsibilities:Prepare suitability reports, financial plans, and tax calculations to a high standard.Conduct in-depth research, cashflow modelling, and analysis to identify appropriate solutions.Liaise with providers to obtain information on investments and other financial products.Support client review meetings and maintain thorough, compliant documentation throughout the advice journey.Share technical expertise and best practice with colleagues and carry out peer reviews.Maintain continuous professional development and up-to-date technical knowledge.What we are looking for:Strong paraplanning experience with a Level 4 Diploma in Financial Planning or higher. We''re looking for candidates with 3 years+ experience of Paraplanning and those who have more experience and ..... full job details .....
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