Junior Paraplanner - Reward Recruitment : Job Details

Junior Paraplanner

Leeds City Centre

£28,000 to £35,000, plus benefits

Duties and responsibilities include:

• Proven ability to deal with the technical Administration duties and prepare Financial Plans, Suitability Reports and Letters.
• Preparing and collating documents to support the recommendations and justify the provider and products recommended, including Investments, Pensions and Protection for HNW clients.
• Manage your own workflows and tasks.
• Help to increase efficiency within the paraplanning team.

Requirements:

• 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 IFA Administration/Report Writing.
• Technically proficient across all areas of financial planning, especially investments and pensions.
• Ability to use technical financial planning tools, including Intelligent Office and other back office software.
• Ideally full or part qualified in the Level 4 Diploma in Financial Planning, with the desire to progress.

How to apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on

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