IntroductionMy client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice.Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with: Producing suitability reports for new business and writing client review letters using in-house templatesInvestment and product researchPutting together client review packsProcessing new businessInvestment switches/withdrawals/top ups etcUsing 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etcUsing product provider platforms especially, MandG, Fidelity, Standard Life, Quilter, Scottish Widows Diary management, LOA''s etcDealing with clients by email and telephone Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start ..... full job details .....