Paraplanner

Leeds Hybrid workingSalary up to £42,000 + excellent benefitsPermanentReed is working with a well-established financial advice organisation to recruit an experienced Paraplanner for their growing Leeds-based team.This is an excellent opportunity to join a professional, advice-led business that is investing in its paraplanning function and offers a supportive, collaborative working environment.The roleWorking closely with Financial Advisers, you will play a key role in the delivery of high-quality, compliant financial planning advice. The position offers a hybrid working model, with a requirement to attend the Leeds office three days per week.Key responsibilities include:Providing technical research and analysis to support Financial AdvisersPreparing suitability and recommendation reports in line with FCA requirementsAnalysing client circumstances, objectives, attitude to risk and capacity for lossProducing cashflow modelling and long-term financial planning analysisMaintaining accurate client records and supporting data gathering where requiredLiaising with advisers to query and challenge recommendations when appropriateAbout youCII Level 4 Diploma in Financial Planning (or equivalent) achievedPrevious experience in a Paraplanner or senior technical support roleStrong knowledge of the UK financial advice process and productsExcellent written communication and attention to detailHighly organised with the ability to meet tight deadlinesConfident working collaboratively with ..... full job details .....