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Paraplanner

Posted by Ignata_specialist_recruitment_ltd-cv_library on 10/10/2018
Postcode
Company name Ignata Specialist Recruitment Ltd
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 35000 - £40000/annum + bonus
Description
The Company: I am currently working on behalf of a Chartered financial planning firm based in North Leeds who are looking to add a Qualified Paraplanner into the technical team. To be based from that sister site to a larger business, I am looking for a Technical Paraplanner who can come in and support high-performing advisers inclusive of the MD of the Leeds site. With an established workforce and plans to grow across 2018/2019 the firm as a whole is expanding so are looking to offer an exciting, developmental opportunity for a technically analytical Paraplanner who is motivated by a client-centric, bespoke advisory service.

The Role: Reporting into the MD the role itself will sit within their research/report writing team and work closely alongside advisers to provide private clients (in the main) with advice to help them achieve their financial goals. Specifically, they work extensively in the areas of investments, pensions and protection/life planning with the remit requiring a ‘pure’ paraplanning skill-set.

Duties & responsibilities include:

- Prepare suitability letters, reports and recommendations for holistic and transactional financial planning areas including pensions, investments, IHT, protection and specialist products

- Prepare illustrations/proposals and undertake research to support recommendations

- Undertake pension reviews and recommendations

- Undertake Income drawdown reviews and recommendations

- Undertake Investment reviews and recommendations

In addition to the above some client facing work will be expected in relation to initial client fact-find sessions and managing client relationships effectively throughout the process. The MD is looking for a right-hand man who can add tangible value to advice given and be that technical port of call as required.

The Person: Applicants must have detailed knowledge of the private wealth sector. Candidates will ideally be Diploma qu

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