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Permanent

Paraplanner

Leeds
money-bag 10000-500000 Annual
3089153384
Posted Yesterday

ParaplannerLeeds (Hybrid - 2 days from home)£40,000 - £50,000 basicOutsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds. This is an excellent opportunity to become part of a dynamic team at an exciting stage of development. Over the next five years, there will be significant opportunities for individuals who are eager to demonstrate their ability and progress their careers.The Role You will support a busy team of Financial Advisers in delivering a high-quality service that exceeds client expectations and enhances the firm''s reputation. Key Responsibilities Manage client requests and tasks efficiently, ensuring a professional and positive client experienceUndertake complex client-specific analysis, including CGT assessments, IHT evaluations, and target funding calculationsConduct technical research and prepare detailed suitability reports following client reviewsSupport the administration team with technical queries to ensure smooth case progressionCarry out product research and technical comparisons using industry softwareMaintain accurate records on back-office systems, tracking workflow and ongoing actionsAssist advisers in delivering comprehensive financial planning servicesEnsure all client files and records meet FCA compliance standardsAdhere to internal compliance procedures and regulatory requirements, including Consumer Duty and Treating Customers Fairly principles Skills and Experience

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