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    Paraplanner - Leeds, United Kingdom - Lime People Search & Select Ltd

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    Full time
    Description

    Job Title: Paraplanner at Nationwide Financial Planning / Wealth Management Firm

    Join our client, a leading nationwide Financial Planning / Wealth Management firm dedicated to providing tailored Financial Solutions to individuals and businesses.

    We're on the lookout for an experienced Paraplanner to join our team and collaborate with Financial Advisers in preparing detailed technical suitability reports.

    Main Responsibilities as a Paraplanner:

    • Gain a deep understanding of the financial planning process
    • Conduct independent research and analysis to propose appropriate solutions aligning with client needs and objectives
    • Develop cash flow plans using the Voyant tool in partnership with the Financial Planner
    • Create customized high-quality suitability reports based on consultations with the Financial Planner
    • Generate precise and compliant client records utilizing our back-office system
    • Identify and address any inconsistencies in the client's file in coordination with the Financial Planner

    Desired Experience & Qualifications for the Role:

    • Hold a minimum Level 4 CII Diploma in Regulated Financial Planning certification
    • Have over 3 years of experience as a Paraplanner
    • Possess a solid grasp of the financial planning process
    • Familiarity with FE Analytics, Voyant, Defaqto engage, Selectapension, and Intelligent Office is advantageous

    As a Paraplanner, you can expect a competitive salary and benefits package, along with promising opportunities for career advancement within our reputable nationwide organization.


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