Paraplanner

Recruiter
IDEX Consulting Ltd
Location
Leeds
Salary
£30000 - £35000/annum Benefits
Posted
13 Jul 2017
Closes
12 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner
Leeds
£30,000 to £35,000

My client are an award winning business based in Leeds City Centre and are looking for a Paraplanner to join their team due to expansions and levels of business. The Paraplanner will support a team of Independent Financial Advisers providing quality financial planning reports and conducting research on plans, products and strategies.

The core responsibilities of the successful individual:

Support Financial Advisers in research and analysis and preparing financial plans and suitability letters appropriate to the guidance of the Adviser. Maintaining relationships with providers as well as internal relationships to manage the workflow throughout the company. The individual will need to manage the research and analysis to meet client requirements, the presentation of technical data to advisers and the preparation of client financial plans and suitability letters.

Essentials

* Proven experience in a Paraplanning environment
* Hold a Level 4 Diploma in Financial Planning
* Have a strong competence in FCA regulations
* IT Skills

Benefits

Competitive salary and benefits

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful