An exciting opportunity has arisen for a Paraplanner to join a professional IFA practice in Leeds where you will provide full support to 2 directors who each have their own team of consultants. You will carry out product research from an agreed panel, covering investments, pensions and IHT Planning. Much of the advice given will be discretionary management, SSAS, SIPP and retirement contracts. You will obtain and provide quotations/valuations, liaise with clients and brokers, write complex suitability reports from scratch and create recommendations to be discussed with the directors. Part of your role will also be to ensure all business and client files fully comply with the FSA rules and regulations. There is certainly the opportunity for any individual seeking to progress and have a view to becoming a Consultant in circa 3-4 years as the role evolves. This is truly an exciting opportunity to join a forward thinking practice by utilising existing skills and knowledge.
Skills (Years Experience) :
Prospective applicants should have relevant paraplanning experience working within an IFA Practice. You will have excellent product knowledge, communication and organisation skills. It is essential that you have the professionalism and confidence to deal with clients who are all of a high net worth nature. Applicants must hold the full Certificate in Financial Planning (or equivalent) and have the willingness to complete the Diploma. 1st Software knowledge would be desirable as would be G60 or equivalent.
LIGHT
