Selection Group Ltd
09 Nov 2017
16 Nov 2017
Contract Type
Full Time
SF Group are currently recruiting for one of West Yorkshire's most prominent and highly regarded Finance Organisations, based in East Leeds. The client is seeking a Paraplanner to join their growing team, this is a busy and varied role where you will be responsible for providing support to Financial Advisors, as part of a team. This will include preparing and maintaining the client file; preparing solutions, processing business and carrying out client reviews. The ideal candidate will have previous experience as a Paraplanner; or extensive experience as an IFA Administrator; have excellent organisational skills along with a confident and professional manner.


- Check all compliance documentation is available
- Confirm client risk profile is established
- Challenge the quality of documentation provided by the Wealth Management Consultant
- Input client data onto the internal database
- Keep accurate and timely records of all communications with clients and product providers
- Interpret client's needs and objectives obtained by the wealth management consultant
- Analyse data and perform technical and market research to identify suitable solutions to meet clients' needs
- Liaise with product providers
- Prepare illustrations and a draft recommendation report to support research undertaken and discuss this with the Wealth Management Consultant
- Prepare meeting packs
- Prepare suitability letters in accordance with the agreed recommendations
- Ensure all compliance paperwork is correct
- Submit business, electronically where possible
- Make changes to clients' investments as instructed by the wealth management consultant
- Complete all tasks in a manner consistent with compliance procedures
- Act as a main point of contact and deal effectively with queries from clients and other parties through effective communication
- Establish and build strong relationships with clients and attend client meetings with the Wealth Management Consultant if required
- Arrange client meetings
- Send wealth management reports to clients as and when required

In order to be considered for this role applicants must:

- Have practical experience and knowledge of an IFA environment
- Have an excellent understanding of the financial planning process
- Be able to work on their own initiative and as part of a team
- Demonstrate reliability and strong interpersonal skills

If you feel your experience is right for this role, and you have previously worked as a Paraplanner please call Peter on ************* or email on *********************.
This job was originally posted as