Paraplanner - #2122749

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Paraplanner / Trainee Adviser

Location: Leeds – Office Based

Salary:£40,000 – £45,000, depending on experience

Benefits:

• 5 weeks’ holiday plus bank holidays
• 4.5% employer pension contribution
• Private Medical Insurance after probation
• Free on-site parking
• Monday to Friday, 9am–5pm, with flexibility to work 8am–4pm
• Excellent career progression into a Trainee Adviser position

About the Company:

An established, small and friendly financial services firm based in Leeds is looking to appoint an experienced Level 4 qualified Paraplanner to join their close-knit team.

This is an excellent opportunity for a Paraplanner who is looking to take the next step in their career and progress towards becoming a Financial Adviser. The successful candidate will continue to undertake Paraplanning responsibilities while receiving the opportunity to develop their knowledge and experience as a Trainee Adviser.

Key Responsibilities:

• Provide high-quality Paraplanning support to the Adviser and wider team
• Prepare suitability reports, financial analysis and recommendations
• Assist with pension, investment and protection-related cases
• Support the Adviser with the management and servicing of an established client bank
• Assist with new business processing and ongoing client reviews
• Conduct research and analysis to support financial planning recommendations
• Liaise with product providers and other third parties
• Ensure all client documentation is accurate, compliant and completed within agreed timescales
• Take on increasing responsibility for client relationships as experience develops
• Work towards progressing into a Trainee Adviser position
• Develop the skills and experience required to eventually provide regulated financial advice

What We’re Looking For:

• Level 4 Diploma qualified in Financial Planning
• Previous experience working as a Paraplanner within financial services
• Strong understanding of financial planning and investment products
• Excellent attention to detail and organisational skills
• Strong written and verbal communication skills
• Ability to manage workloads and work to deadlines
• Professional, personable and confident when dealing with clients and colleagues
• A proactive approach with the ability to work independently
• Someone who is genuinely interested in progressing into a Financial Adviser role
• Comfortable working within a small, family-run team environment
• Willingness to work office-based in Leeds

Desirable Skills:

• Experience using Intelligent Office (IO)
• Experience using Defaqto
• Experience supporting an Adviser with a varied client bank
• Strong report-writing and analytical skills
• Previous experience with pensions, investments and protection
• A genuine ambition to progress into an Adviser role

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.