About this role
Leeds, West Yorkshire
£45,000 to £48,000 plus benefits and bonus (following successful completion of your probation, hybrid working is available)
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.
- Assist with client meetings when required, including note taking and follow up any actions as required.
- Manage your own workflows and tasks.
- Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements
- You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status.
- Good understanding of the financial planning process and associated compliance aspects.
- Driven and focused with the ability to complete tasks under pressure on time and right first time.
- Experience of report writing and conducting investment and product market research.
- Technically proficient across all areas of financial planning, especially investments and pensions.
- Ability to use technical financial planning tools, financial modelling and back office software.
How to apply
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on 0 7 7 4 7 7 8 2 9 3 4.