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Permanent

Paraplanner

Leeds
money-bag 40000.00-40000.00 Annual
3088850658
Posted Yesterday

The Company: A nationally recognised wealth management firm who are South Leeds based and are looking to add a Paraplanner to their highly experienced team. It''s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be supported to build a long-standing career within the business.Office Location: South LeedsHybrid/Home Working: Yes - 3-days office and 2-days WFHPackage: £40-45k DOE + discretionary bonus and benefitsKey Benefits: Pension, 4xDIS + Medical Cashback PlanHolidays: 26-days holiday + statsThe Role: A technical Paraplanner role supporting multiple Financial Planners from a research and suitability report writing perspective:Provide a comprehensive support service to the advisers, liaising with product providers, third parties and colleagues.Working closely with administrators to ensure new business is submitted and followed through to completion.Pre-check of adviser files log to ensure no inconsistencies, compliance or advice errors.Collation and production of accurate information and research material to support the recommendationResearch of pensions, funds, investments, protection, annuity and IHT Products. Cashflow Modelling using Cashcalc.Prepare suitability letters, applications and supporting documentation.Consider current and future tax implications of any advice givenThe Person: The successful candidate must come from an IFA/wealth management/investments management background and hav

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