Due to strong organic growth, our client, a relatively young but already thriving IFA Practice, is looking to further enhance its Support Team with the appointment of an experienced Paraplanner in Leeds.
Our client has already established strong roots and built a solid reputation in the local market for offering exceptional client service and specialist advice. It provides expert advice across a range of financial products from the whole of the market, to both private and corporate clients. This business encompasses a wealth of expertise through a highly successful team of Independent Financial Advisers.
You will be an integral part of the advice process, with the main purpose of the role being to provide technical and administrative support to the firm’s Financial Consultants. You will conduct research on products, providers and funds in line with company policy, providing supporting suitability reports for Consultants. You will also write product recommendations for presentation to clients, whilst also completing portfolio reviews and rebalancing requests. Other day to day duties will include dealing with client and provider queries, as well as maintaining relevant databases and ensuring records are accurate and up to date with client and portfolio details.
It is essential that you are an experienced Paraplanner, preferably holding Diploma qualification. In addition, you must be technically minded and have a strong understanding of a wide range of pension and investment products, as well as having a good general knowledge of the financial market. Organisational skills and the ability to manage and prioritise a diverse workload are paramount, as is the ability to manage relationships and expectations at all levels.
In return, you will receive a competitive basic salary, one of the highest in the Yorkshire market, together with an attractive array of additional benefits, including potential for bonus earnings. Our client also invests heavily in staff development, actively encouraging you to gain further qualifications and develop your career.
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Financial Services and General Insurance Recruitment