Job Type:
Job Sector:
£28,000 to £40,000 per annum
Salary Description:
Circa £35k + Performance Related Bonus + Excellent Benefits
Job Ref:

Paraplanner – Leeds
Circa £35k + Performance Related Bonus + Excellent Benefits
Full Time – Permanent

If you are an experienced Paraplanner, Financial Planner or Senior Pensions Administrator looking to join a National & Regional Award-winning firm of Financial Advisers based in Leeds this is the role for you. Our client is looking for a level 4 qualified pension’s specialists with Defined Benefit / DB pensions experience or excellent knowledge of pension transfers and other pension products. You’ll work alongside a highly qualified team and for a company that really invests in its employees, it really is an excellent opportunity for you to develop and push your career forwards. As part of the companies continued growth and success, they are looking for a Paraplanner to work within their Pension Transfer Specialist team.

Let’s tell you a bit more about the role…

You will be writing suitability reports.
Running and checking TVC.
Checking the quality and accuracy of submitted paperwork from IFAs.
Communicating and working closely with IFAs, schemes and clients in order to obtain missing information.
You will have case ownership from start to finish, seeing the process through.
Running cash flow models.

What we need from you…

Previous paraplanning, financial planning or similar experience
With strong communication skills both verbally and written you will have experience in writing suitability reports
TVC experience
You’ll have excellent attention to detail and a high level of accuracy
A technically minded individual, with skills in reporting, research and client relationships.
You will have experience working with pensions or an in-depth knowledge, ideally DB pensions.
You will have a Level 4 Diploma in Financial Planning or its equivalent with completed pension exams R04 or AF7 (or equivalents).

What we offer in return…

25 days holiday plus public holidays
3.5% Matched Pension
Performance related Bonus scheme
Opportunity to progress / study support

If this sounds like the ideal opportunity for you, click ‘apply’ today, one of our team can then be in contact to discuss the role further and find out more about your experiences, knowledge and what you would be looking for in your next role!

#paraplanner #paraplanning #financialplanner #financialplanning #pension
Job DescriptionParaplanner – Leeds
Circa £35k + Performance Related Bonus + Excellent Benefits
Full Time – Permanent

**Skills Required**

paraplanning, paraplanner, financial planner, financial planning, financial services


paraplanning, paraplanner, financial planner, financial planning, financial services

Contact Details:
Tel: 0200 000 0000
Contact: Meg Pond-Knight

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