Dippfs Paraplanner

Diploma qualified Paraplanner required for this Wealth Management firm based in Leeds. You will provide a high level of technical support to the Consultants and ensuring that all recommendations are technically accurate. As a Paraplanner you will be required to prepare Suitability / Reason Why letters / reports and recommendations. This role will also include you being responsible for SIPP and Private Portfolio Reviews and obtaining Illustrations. You will also attend client meetings and prepare meetings notes when required to do so.

To be considered, applicants will have previous Paraplanning experience and will be DipPFS qualified. You will have a full working knowledge of the main financial products including Life, Personal Pensions and Investments. Salary on offer is circa £36,000plus benefits.

Capita Resourcing welcome applications from all suitably qualified people regardless of gender, race, disability, age or sexual orientation.

Capita Resourcing is a trading name of Capita Resourcing Ltd. Services offered are those of an Employment Agency and Employment Business. Applicants will be required to register with us.