Senior Paraplanner

Recruiter
Huntswood CTC Ltd
Location
Leeds
Salary
£32500 - £37500 pa
Posted
29 Nov 2016
Job Sector
Finance & Banking
Contract Type
Permanent
Hours
Full Time
Our client, a well known wealth management organisation, is seeking an individual to provide paraplanning support to their most senior consultants in their Leeds office.

Your responsibilities would be to:

- Prepare suitability letters, reports and recommendations for areas including; investments and pensions
- Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas
- Product and fund research
- Prepare cash flow models
- Formulate illustrations and proposals whilst undertaking research to support recommendations
- Provide technical support to complex client queries

Essential experience/skills:

- Knowledge of life, personal pension and investment products
- Diploma in Financial Planning

If you are interested in the Paraplanner role then please apply now.