Senior Paraplanner

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Description

My client is a leading Financial Services firm providing a range of expert , integrated Wealth Management and Employee Benefits consultancy services for individuals, families, charities & trusts, business owners and employers.

We are urgently seeking an experienced Paraplanner who will join an existing team based in the companies Leeds offices. As Paraplanner you will be responsible for providing advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice, Tax and Estate planning, Optimising Company Benefit options and Risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long-term Disability. You will be the main link between Consultants / Advisers, Research and Administration and be responsible for enhancing the transformation of research into client solutions, analyse client portfolios and provide recommendations to Consultants for implementation, writing of Reason Why Letters working to strict deadlines, liaising with Administration teams to ensure effective business processing.

We are seeking an experienced Paraplanner with ideally 3+ years experience working within Paraplanning and/or Financial Advice, the role will focus on analysis of clients circumstances, building solutions and preparing suitability letters. This role is a "Pure Paraplanning" role and you will NOT get involved with meeting preparations, valuations administration or post-meeting business administration.

Great salary and benefits package offered for this role! Apply NOW
  • 1
  • Negotiable
  • None
  • None
  • CV-3
  • Permanent
  • 6

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