Junior Paraplanner

Job Title: Junior ParaplannerIndustry: Financial PlannerLocation: LeedsSalary: £30,000 - £40,000Job Reference: An established Financial Planning firm in Leeds is looking to hire a Junior Paraplanner to support its growing team.This is an excellent opportunity for someone with Senior IFA Admin experience or to start their journey as a Trainee Paraplanner/Junior Paraplanner and already has an understanding of report writing. If you are wanting to expand on you financial planning experience and are looking to progress into paraplanning or continue developing your technical knowledge within a supportive environment then this may be the perfect opportunity for you.The business offers exposure to a broad range of providers and products, a clear progression pathway and long-term career stability starting from Junior Paraplanner. The RoleAssisting with the preparation of suitability reports and recommendationsResearching pensions, investments and protection solutionsObtaining provider information and illustrationsSupporting Advisers and Paraplanners with client reviewsPreparing meeting documentation and review packsAssisting with cashflow modelling and technical researchMaintaining accurate client records and back-office systemsWhat They''re Looking ForExperience within a Financial Planning Administrator or Junior Paraplanner roleIdeally 18 months+ experience within wealth managementProgress towards CII exams advantageousGood understanding of an IFA roleStrong attention to detail ..... full job details .....