Hybrid Paraplanner: Client Delivery & Planning Reports

The Private Office LLP; Leeds; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial advisory firm in Leeds is seeking a Diploma qualified Paraplanner to join their award-winning team. This role involves analyzing clients' financial situations, providing administrative support to Advisers, and conducting thorough research. The ideal candidate will have a CII Diploma in Financial Planning and excellent report writing skills. Competitive benefits include a hybrid working model and a company pension scheme.

Benefits

True hybrid working model

Company discretionary bonus scheme

Private Healthcare

Wellbeing programme

Qualifications

• Diploma qualified in Financial Planning.
• Experience analyzing clients' financial circumstances and objectives.
• Ability to produce clear and accurate recommendation reports.

Responsibilities

• Analyze clients' circumstances and prepare recommendation reports.
• Provide technical, administrative, and research support to Advisers.
• Conduct whole-of-market research.
• Liaise with Regulatory & Technical team for compliance.
• Maintain accurate client records.

Skills

CII Diploma in Financial Planning

Report writing proficiency

Interpersonal skills

Time management skills

IT skills (MS Office)

Education

CII Diploma in Financial Planning

Job description

A leading financial advisory firm in Leeds is seeking a Diploma qualified Paraplanner to join their award-winning team. This role involves analyzing clients' financial situations, providing administrative support to Advisers, and conducting thorough research. The ideal candidate will have a CII Diploma in Financial Planning and excellent report writing skills. Competitive benefits include a hybrid working model and a company pension scheme.