Paraplanner - Leeds, United Kingdom - Aspire Executive Search

Aspire Executive Search

Verified Company

Leeds, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner, Leeds, £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. Strong element of home working if this is appealing to you.

Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well.

I am delighted to be working in partnership with a Leeds based Financial Advising firm who put the interests of their clients at the heart of everything they do.

I am looking for an experienced and motivated Paraplanner to join the Leeds team.

Main duties and Responsibilities:

Working as part of a team alongside the Financial Advisors in order to provide Paraplanning support
Preparing suitability reports for Pensions and Investment products
Liaising with a variety of Product Providers, Solicitors and Lenders, obtaining all requested information in a timely and efficient manner
Undertaking research to identify potential solutions to meet the client's needs and objectives
Working collaboratively with both the Financial Planners, and other Financial Support Staff to deliver wider business goals and team objectives

Skills and Experience required:

You should have a minimum of 2 years + experience working in a Paraplanning role
You should be familiar with completing portfolio valuations, suitability letters and dealing with a variety of financial providers on a daily basis.
You will ideally be Level 4 Diploma qualified or working towards this status. Alternatively, you will be able to demonstrate a good working knowledge across a range of products and have excellent Paraplanning experience

In return you will:

Work for a company who truly value their staff
A highly competitive salary of up to £45,000 dependent upon experience and qualification level
Excellent benefits
Study support and full payment of further examinations that you may wish to take
Career progression to Adviser or Team Leader level

If the above sounds like you please do not hesitate to speak to me. I will be happy to talk in detail in connection with the client and the role.

This is a business who genuinely care for their employees, their brand and who show empathy and the right guidanceto their clients.

Please don't hesitate to contact me on here or at HELEN SPRIGGS on LINKEDIN