Paraplanner in Leeds
Reward Recruitment is looking for an Paraplanner in Leeds
Job description
Paraplanner
Leeds
£38,000 to £45,000 plus benefits and bonus
A national Wealth Management firm have an immediate requirement for an experienced Paraplanner, to work from their Leeds office.
Main duties and responsibilities include:
- Prepare Financial Plans, Suitability Reports and Letters.
- Cash flow modelling and forecasting.
- 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.
Requirements:
- You will hold the Diploma Level Four qualification.
- Good understanding of the financial planning process and associated compliance aspects.
- Experience of report writing and conducting investment and product market research.
- Technically proficient across all areas of financial planning, especially pensions.
- Ability to use technical financial planning tools, financial modelling and back-office software.
To Apply:
Please send your CV to sj@rewardrecruitment.co.uk or call Stuart on 07747 782934
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Leeds
- Type of Contract
- Part-time jobs
- Published at
- 06-07-2025
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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