Senior Paraplanner

Senior Paraplanner Leeds, West Yorkshire £55,000 to £65,000 plus benefits and bonus (following successful completion of your probation, hybrid working is available) Duties and responsibilities include: • Prepare Financial Plans, Suitability Reports and Letters. • Cash flow modelling and forecasting. • Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, EIS, VCT, IHT and Protection, along with a good understanding of FCA regulations and FCA products. • Assist with client meetings when required, including note taking and follow up any actions as required. • Manage your own workflows and tasks. • Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: • You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status. • Good understanding of the financial planning process and associated compliance aspects. • Driven and focused with the ability to complete tasks under pressure on time and right first time. • Experience of report writing and conducting investment and product market research. • Technically proficient across all areas of financial planning, especially investments and pensions. • Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .