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Paraplanner

  • Location: Leeds
  • Salary: £45,000 plus benefits per year
  • Job Type:Permanent

Posted 6 days ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Expiry Date: 19 July 2022
  • Job Ref: PC/19199

Our client specialises in providing high quality face to face wealth management services to individuals, businesses and trustees across the UK and are looking for an experienced Paraplanner to join the team.

The role will involve:

• Assessment of files/holdings following client meetings.

• Liaising with advisers, providers, administrators and managers.

• Producing high quality compliant suitability reports.

• Undertaking fund analysis.

• Problem solving on complex cases.

Key Requirements:

• Diploma qualified or at the very least working towards this status.

• Experience in providing administrative and technical support to advisers.

• High level of technical expertise in pensions, investments and IHT planning