Paraplanner – Leeds

Experienced Paraplanner – Leeds

Salary dependent on experience and qualifications

The Paraplanner role will be suitable to someone who has a background in Paraplanning.  You will be part of a small Paraplanning team based in Leeds responsible for delivering high quality reports to Consultant and Directors.

Knowledge, Skills & Experience Required

To be successful in this Paraplanning role, you will have experience within the financial services; strong technical knowledge, and the relevant experience.

You will have good writing skills with the ability to conduct research in connection with investment, retirement and pension planning. 

You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.

Must have also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions and protection business.

Computer literate with the ability to use Microsoft Office.

Qualifications

You should be at or working towards diploma status.  Any targets to progress beyond this will be fully supported by the company.