Paraplanner
other jobs Recruit UK
Added before 1 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Job Title: Paraplanner
Industry: Financial Advice
Location: Leeds
Salary: up to £45,000
Reference Number: 10207
Job Description:
Recruit UK is working on an exciting opportunity for a Paraplanner to join a market-leading Independent Financial Adviser firm based in Leeds, specialising in a wide range of services from investment advice to retirement planning.
What You’ll Do:
*Conduct provider and product research, fund performance analysis, and cashflow modelling using tools like FE Analytics
*Prepare compliant, personalised suitability reports for a wide range of client needs
*Analyse Fact Finds and KYC documents to identify the best outcomes for clients
*Support advisers with technical analysis and evidence-based recommendations
*Manage complex cases from start to finish, resolving technical queries with precision
What’s in it for you:
*Starting salary up to £45,000 dependent on skills and experience
*Hybrid working
*Annual salary review
*25 days holiday plus bank holidays (increasing with time served)
*Very generous ER pension contribution (with no contribution required from your end)
*Fantastic work culture
*Free parking on site
Skills and experience required:
*Level 4 Diploma qualified ideally (happy to consider those working toward this with paraplanning experience)
*Previous experience in paraplanning and report writing in financial services
*Strong technical knowledge of retirement planning, investments and pensions
*Attention to detail
*Organisational skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Industry: Financial Advice
Location: Leeds
Salary: up to £45,000
Reference Number: 10207
Job Description:
Recruit UK is working on an exciting opportunity for a Paraplanner to join a market-leading Independent Financial Adviser firm based in Leeds, specialising in a wide range of services from investment advice to retirement planning.
What You’ll Do:
*Conduct provider and product research, fund performance analysis, and cashflow modelling using tools like FE Analytics
*Prepare compliant, personalised suitability reports for a wide range of client needs
*Analyse Fact Finds and KYC documents to identify the best outcomes for clients
*Support advisers with technical analysis and evidence-based recommendations
*Manage complex cases from start to finish, resolving technical queries with precision
What’s in it for you:
*Starting salary up to £45,000 dependent on skills and experience
*Hybrid working
*Annual salary review
*25 days holiday plus bank holidays (increasing with time served)
*Very generous ER pension contribution (with no contribution required from your end)
*Fantastic work culture
*Free parking on site
Skills and experience required:
*Level 4 Diploma qualified ideally (happy to consider those working toward this with paraplanning experience)
*Previous experience in paraplanning and report writing in financial services
*Strong technical knowledge of retirement planning, investments and pensions
*Attention to detail
*Organisational skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Job number 3639388
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...