Paraplanner

  • Job Reference: 270
  • Date Posted: 19 August 2019
  • Recruiter: CF30 Consulting
  • Location: Leeds, West Yorkshire
  • Salary: £20,000 to £30,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description


We are recruiting for a Paraplanner for an award winning national IFA firm for their Leeds based offices. 
 
To apply for the role you should be at or working towards diploma status. Any targets to progress beyond this will be fully supported by the company.

Job Description: 
The Paraplanner role will be suitable to someone who has a background in Paraplanning. You will be part of a central Paraplanning team based in Leeds supporting offices nationwide and responsible for delivering high quality reports to Advisers both in branch and on a remote basis.
 
The role initially will be to focus on Paraplanning; however there is the potential to progress into a trainee IFA role for the right individual and if this is your desired career path. Our clients are well known for offering the opportunity to progress and having the quality mentor’s available to help train those that desire it. 
 
Candidates will ideally have:
To be successful in this Paraplanning role, you will be very experienced within the financial services; with strong technical knowledge, and the relevant experience.
 
You will have excellent writing skills with the ability to conduct research in connection with investment, retirement and pension planning.
 
You should be very experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
 
You will also be an excellent communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions and protection business.
 
If you have a background in Paraplanning and would like the opportunity to work with one of the UK's leading IFA brands please apply today.
 
Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future