Paraplanner

Job Title: ParaplannerIndustry: Financial PlannerLocation: LeedsSalary: £35,000 - £45,000 (Depending on experience and qualifications)Hybrid on offerJob Reference: 10424Job Description:Recruit UK are working with a prestigious client based in Leeds, who are looking for a Paraplanner to join their team.As a paraplanner you will provide technical research services to the Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the practice to achieve its goals.This role is open to Technical Paraplanners and Paraplanners who are currently doing the role but close to their last exam.Duties will include but not limited to:Create suitability reports following annual reviews and new business client meetingsResearch products and preparing recommendationsResponsible for technical research, cash flow modelling, producing recommendationsAttending client meetings where appropriateClient focus ensuring clients receive the best possible service every single timeAdhere to FCA regulations and ensure complianceBenefits:Competitive salary of £35,000 - £45,000Hybrid workingPension contribution and lots moreSkills and experience required:Experience working in a Paraplanning positionLevel 4 Diploma in Financial Planning, or equivalent (or working towards)Strong analytical and report writing skillsKnowledge and experience of all areas of financial planning ..... full job details .....