Senior Paraplanner

Senior Paraplanner

Leeds, West Yorkshire

£55,000 to £65,000 plus benefits and bonus (following successful completion of your probation, hybrid working is available)

Duties and responsibilities include:

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• Prepare Financial Plans, Suitability Reports and Letters.
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• Cash flow modelling and forecasting.
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• Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, EIS, VCT, IHT and Protection, along with a good understanding of FCA regulations and FCA products.
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• Assist with client meetings when required, including note taking and follow up any actions as required.
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• Manage your own workflows and tasks.
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• Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
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Requirements:

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• You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status.
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• Good understanding of the financial planning process and associated compliance aspects.
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• Driven and focused with the ability to complete tasks under pressure on time and right first time.
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• Experience of report writing and conducting investment and product market research.
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• Technically proficient across all areas of financial planning, especially investments and pensions.
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• Ability to use technical financial planning tools, financial modelling and back office software.
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How to apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on

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