Paraplanner
Job Title: ParaplannerIndustry: Financial ServicesLocation: Central LeedsSalary: Up to £45,000 (higher salary negotiable depending on experience)Reference: 10218Recruit UK is partnering with a leading Financial Advice firm in Leeds to recruit a Trainee or experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations.This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.ResponsibilitiesResearch, analyse and draft recommendation reportsObtain information, quotes, illustrations and product details, and provide comparisons for analysis.Prepare, research and produce annual reviews, including for Drawdown Pensions.Review the client''s investment portfolio, performance, asset allocation, risk profile etcFully understand compliance proceduresWhat''s in it for you:Competitive starting salary Up to £45,000 (higher salary negotiable dependent on skill set)HNW ClientsExcellent Benefits: Pension, death in serviceGreat Paraplanning teamOngoing development to enhance your careerSkills and experience required:Diploma (DipPFS) ..... full job details .....
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