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6 Paraplanner Jobs in West Yorkshire




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Jobs by Company


IDEX Consulting LLP (5)
Exchange Street Financial Services (1)

Jobs by location


Leeds (6)



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Jobs by Salary Range


£20,000 - £30,000 (5)




HNW Paraplanner
My Client is a highly regarded Wealth Management practice in Leeds and they are currently looking for an experienced HNW Paraplanner to join their team. THE ROLE The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice ? Produce accurate, compliant client reports within agreed timescales. ? Assist in the production of client portfolio reviews. ? Provide response to client technical queries. ? Produce client cash flow models. ? Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice. ? Assist in the training to other members of staff on all area?s of advice ? Produce technical bulletins to be sent to clients and introducers when appropriate. THE CANDIDATE ? Minimum CII Diploma or equivalent. THE BENEFITS ? Excellent Salary Bonus Comprehensive Benefits Comprehensive Study Support Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



HNW Paraplanner - Leeds
My Client is a highly regarded HNW practice in Leeds and they are currently looking for an experienced HNW Paraplanner to join their team. THE ROLE The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice ? Produce accurate, compliant client reports within agreed timescales. ? Assist in the production of client portfolio reviews. ? Provide response to client technical queries. ? Produce client cash flow models. ? Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice. ? Assist in the training to other members of staff on all area?s of advice ? Produce technical bulletins to be sent to clients and introducers when appropriate. THE CANDIDATE ? Minimum CII Diploma or equivalent. THE BENEFITS ? Excellent Salary Bonus Comprehensive Benefits Comprehensive Study Support Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Thu, 16 Oct 2014 14:12:00 GMT



Paraplanner - 12 month contract
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their Leeds based team on a 12 month contract The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. The main purpose of the role is to prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and Senior partners, ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to on-going professional development to Chartered status (the company funds all exams). Approximately half of the existing paraplanning team is already at Chartered status. On offer is a competitive starting salary, an extensive benefits package and an excellent work environment with genuine scope for progression and exam study support. Our client is a profitable and highly successful firm that continues to grow. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Fri, 10 Oct 2014 13:09:33 GMT



Paraplanner
My Client is currently looking for an experienced Paraplanner to join their team in Leeds. THE ROLE ? Carry out research and analyse information to prepare plans and proposals best suited to individual clients requirements (based on information provided by partners and advisors) ? Produce plans and recommendations in line with the Firm?s standards and implement those solutions once agreed with clients by partners/advisors ? Maintain effective communication with clients via telephone THE CANDIDATE ? Diploma in Regulated Financial Planning or equivalent, or currently studying for this qualification ? Highly numerate ? Evidence of strong commercial awareness through previous experience within Financial services For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 14:46:54 GMT



Paraplanner
My Client is currently looking for an experienced paraplanner to join their team in Leeds. THE ROLE ? Prepare suitability letters, reports and recommendations for holistic and transactional financial planning areas including pensions, investments, IHT, protection and specialist products ? Prepare illustrations/proposals and undertake research to support recommendations ? Undertake pension reviews and recommendations ? Undertake Income drawdown reviews and recommendations ? Undertake Investment reviews and recommendations ? Prepare cashflow models ? Liaise with the administration support team to ensure all information/forms required to research/write a report has been requested from external providers ? Provide technical support to complex client queries ? Liaise with the administration support team to ensure all client meeting preparation is undertaken ? Liaise with the administration support team to ensure Annual review meeting preparation is undertaken ? Client correspondence answering complex technical queries ? Answering client?s verbal technical queries ? Liaise with the administration support team and planners to ensure Advice Process Procedures are adhered to ? Work closely with the paraplanning and financial planning teams to ensure all client communications are fully compliant, accurate and issued to meet Client Servicing Standards ? Maintain paraplanning workflow spreadsheet ? Observation/application of all internal compliance procedures including money laundering regulations, treating customers fairly, know your client, key FCA messages For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 14:46:06 GMT



Paraplanner - Leeds
My Client is a Chartered Financial Planning practice in Leeds and they are currently looking for an experienced Paraplanner to join their team. The successful candidate will be responsible for providing a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide ?best advice? for the client THE ROLE ? Preparation of Suitability/Reason Why letters/reports and recommendations ? SIPP and Private Portfolio Reviews ? Product and Fund research ? Obtaining Illustrations, fund fact sheets and all related Compliance documentation ? Packaging letters for clients, including all necessary application documentation ? Attending client meetings and preparing meeting notes when requested to do so ? Maintenance of Adviser Office diary and INVU Document Management Systems ? Assisting with the preparation and maintenance of the standard letter templates and appendices used by the Company ? Active participation in either the Investment Committee or Product Committee, taking responsibility for at least one market sector or product area ? Other duties as required and requested to ensure the smooth running of the company as a whole Additional Duties ? To act as a ?second pair of eyes? for the Consultant, identifying items which may affect the advice being given or the internal file review process ? To meet the key performance indicators (KPIs) specified by the company and detailed on the attached document ? To take responsibility for personal development, maintaining technical knowledge required for the performance of this role, including completion of the annual competency tests ? Comply with the Financial Services and Markets Act 2000 and the relevant FCA or any superseding regulator(s) rules at all times ? Comply with the relevant Compliance, TCF, T&C, Financial Crime and Anti-Money Laundering procedures at all times ? Keep up to date with all relevant product, legislative and technical changes, as required For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 14:06:26 GMT