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Paraplanner

Reward Recruitment - Leeds, England

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Job Description

TechnicalParaplanner Leeds 45,000to55,000plusbenefitsandbonus Dutiesandresponsibilitiesinclude: ResearchandprepareTechnicalFinancialPlans,SuitabilityReportsandLetters. Cashflowmodellingandforecasting. Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,Pensions,andProtection,alongwithagoodunderstandingofFCAregulationsandFCAproducts. Manageyourownworkflowsandtasks. Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam. Requirements: YouwillholdtheDiplomaLevelFourqualificationandideallyLevel6Charteredstatus,orclosetobeing. Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects. Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime. Experienceofreportwritingandconductinginvestmentandproductmarketresearch. Technicallyproficientacrossallareasoffinancialplanning,especiallyinvestmentsandpensions. Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware. Howtoapply: PleasesendyourCVimmediately orcontact Stuart on 07747 782934. TPBN1_UKTJ

Created: 2026-04-08

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