Technical Paraplanner – Level 4 Qualification Essential

Morris Jones Consulting Ref:
P774496PJB
Job Title:
Technical Paraplanner – Level 4 Qualification essential
Overview:
A phenomenal opportunity has arisen for an ambitious Diploma qualified Paraplanner to join an extremely highly regarded firm of wealth managers in Leeds.
Main Duties:
A fantastic opportunity has arisen for an ambitious, technical and highly qualified Paraplanning Professional to join a firm of Independent Financial Advisers based in Leeds.
You will work closely with a team of ultra-high net worth advisers assessing clients’ personal circumstances, needs, wants and attitude to risk, researching the market place for best advice on a long term, ongoing basis.
You will be heavily involved in cash flow planning, reporting and creation of very complex and comprehensive investment portfolios, with minimal supervision from advisers.
In return for experience in a similar role, qualifications and a hardworking and professional approach, a competitive salary will be on offer as well as full support and development to obtain Advanced and Chartered status.
This is an exceptional opportunity for a diploma qualified Paraplanner who is looking for the next step in their career.
Key Skills:
Previous extensive experience providing technical paraplanning support to IFAs is essential as is exposure to investments and protection business in an independent and regulated environment, ideally handling high net worth business. Excellent communication skills, verbal and numerical ability are a must as is a keen eye for detail. It is essential that you possess Level 4 qualification, or the Diploma in Financial Planning and that you are keen to work towards chartered status.
Summary:
A truly exciting opportunity for an already experienced Qualified Paraplanner to join a reputable HNW IFA practice in Leeds.