Part Time Paraplanner

Recruiter
Twenty Twenty Consulting Ltd
Location
Leeds
Posted
13 Feb 2018
Closes
15 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Part Time Paraplanner - Leeds

(Free Parking)

This is an amazing opportunity for an experienced Paraplanner to progress their career within a well established growing wealth management organisation.


Hours are flexible and could be two and a half days per weeks or four hours per day for example.

Salary Scale: Diploma Qualified £24,000 – £32,000 DOE (Pro-Rata)

Non-Qualified £20,000 - £26,000 DOE (Pro-Rata)


Benefits: Annual performance related bonus scheme

Company pension scheme 3%

Full financial support for all relevant exams

Potential future route to Financial Advisor

Key competencies

Accuracy/attention to detail

Problem solving

Strong written and verbal skills

Client focused

Strong organisational skills

Good financial planning and technical knowledge

Numeracy skills

Teamwork

Able to work on multiple tasks and projects

Willing and able to develop wide skills and knowledge

Excellent IT skills

Quick learner


Experience required

Previous experience of working in a similar role is essential.

The ideal candidate will have strong administrative skills and an ability to learn new things quickly.

Relevant qualifications would be valuable, but not essential. The successful candidate would be expected to progress through relevant qualifications and the company would support this.


Main duties

Overview:

The function of this Paraplanner role is to support a financial consultant.

The Paraplanner researches and prepares solutions for the consultant, who in turn presents them to their client. You will therefore be required to:

·Liaise with the consultant to obtain accurate/relevant clientinformation.

·Produce appropriate research and obtain necessarydocumentation.

·Produce reports to a high standard that are then presented to clients.

·Process allapplications

·Maintain all client records

The firm deals with all types of business such as Investments, Pensions, Protection and Mortgages. However, cases completed by the business support manager are predominantly Investment and Pensions.


This job was originally posted as www.totaljobs.com/job/79320243

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