Paraplanner (Leeds)

Job Title: Paraplanner
Team: Advice Delivery
Job Type: Permanent
Location: Leeds
Closing Date: This vacancy is currently closed

Please note that this vacancy is currently closed.

The Role:

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and to a lesser extent some Financial Planning Executives. Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Your duties would include:

  • Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
  • Providing high quality technical, administrative and research support to the Advisers;
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans;
  • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
  • Liaising with the Regulatory & Technical team to ensure the advice is compliant;
  • Be able to prioritise work in your queue by liaising with advisers on a regular basis;
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
  • Building strong and effective working relationships with other teams in the firm and third party product providers;
  • Attending and contributing to meetings – both internal and external - and delivering group and individual training on topics appropriate to the role;
  • Ensuring that all client records and data are maintained accurately and efficiently;
  • Participating in ad hoc projects and tasks as and when required.

 

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