Paraplanner Client Delivery · Leeds ·

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

Are you aDiploma qualified Paraplanner looking for a new role?

Do you want to work with an award-winning team?

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Responsibilities

• Analysing clients'circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
• Providing high quality technical, administrative and research support to the Advisers;
• Undertaking whole-of-market research as required, including investments, pensions and protection plans;
• Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
• Liaising with the Regulatory & Technical team to ensure the advice is compliant;
• Be able to prioritise work in your queue by liaising with advisers on a regular basis;
• Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
• Building strong and effective working relationships with other teams in the firm and third party product providers;
• Attending and contributing to meetings – both internal and external
• Ensuring that all client records and data are maintained accurately and efficiently;
• Participating in ad hoc projects and tasks as and when required.

Benefits

• True hybrid working model
• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Company Pension scheme;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;

*after qualifying period

Key Skills & Experience

• CII Diploma in Financial Planning (as a minimum);
• The ability to produce comprehensive, accurate, and clear recommendation reports;
• Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
• Proficiency in complex report writing;
• Experience liaising with third party providers;
• Excellent grammar, spelling and punctuation skills;
• Excellent interpersonal and communication skills;
• A high standard of personal organisational and time management skills;
• Experience within Private Wealth Management;
• Experience of working to targeted service standards and procedures;
• A good working knowledge of regulatory requirements;
• Ambitious and goal-orientated;Evidence of continual learning and development of skills and knowledge;
• Experience of working unsupervised with a high level of self-motivation;
• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.