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Candidate 3139
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Paraplanner Date Added 28/11/2018

Permanent Job

Calling all experienced Paraplanners looking for a great company to work for on the outskirts of Leeds.


Sector: Personnel
Type: Permanent
Location: Leeds
Salary: £35-40,000

Key Responsibilities

  • You will provide research/report writing and any other sales back up support to the Directors and Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients.
  • You will develop and maintain a good working relationship with financial institutions.
  • You will attend client meetings (key clients)
  • You will maintain and develop knowledge in all areas of financial planning.
  • You will advise on financial services products
  • You will act as a point of reference for technical research.

Key Skills and Experience

  • Maintain a good working relationship with existing clients.
  • Research - products, investment solutions and financial planning strategies.
  • Paraplanning - production of compliant reports/suitability letters.
  • Develop client reports for both existing and new clients.
  • Ensure all business is conducted in an ethical and compliant manner.
  • You will provide support to the compliance function, including but not restricted to complaint handling, project work, ensuring the firm adheres to FCA and other requirements, production / maintenance of suitability templates, training and competence scheme. Assisting with team training and development as and when requested.

Qualifications and Experience

  • It is desirable that you are Diploma qualified Paraplanner (DIP PFS), you must however hold a certificate in Financial Planning. Although trainees are welcome to apply for future opportunities.
  • You must have experience in a similar environment working as a Paraplanner

Personal Qualities


  • Research & reporting skills.
  • High level of Financial planning technical skills
  • Co-ordination, time management, organisational and prioritisation skills
  • Communication, delegation and interpersonal skills.
  • Personal development and development of others

Closing Date

28/01/2018, 12:00


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"In terms of feedback, you kindly found me something in the interim and were always very efficient and helpful if I had an queries relating to pay, terms, start and end dates, ect. You also kept in touch with me by telephone and via a job board email, which was helpful, in helping me find work. Overall, I would have no hesitation in recommending your company to anyone and wish you well in your future endeavours."

Sam Bingley - Temporary Worker

"Juice Personnel gave me a chance when I didn't have good references, they put me on a placement where I was able to show my skills and get an up to date reference. I really enjoyed working with juice and Viki through out my placement. Thanks Juice!"

Katherine Senior - Placed in a permanent position

"I have found everyone in the team to be very helpful, friendly, efficient and encouraging during my job search. I felt they had a genuine interest in finding the right job for me and that they were as happy as I was when I was offered the position, thank you. Thank you again for all help Laura "

Laura Self - Placed in a permanent role

"After finishing university I was looking for paid legal work which is very hard to come by on a temporary basis. Juice were fully professional yet had a friendly approach to finding me a job and succeeded. I am now working in a field that I love and couldn't thank them more!"

Rebecca Beech - Summer Temporary Worker

"We have worked with Juice for the last five years and they know what calibre of driver we need to fit our company and the customers we serve. They provide drivers that understand the importance of the level of fluency that is required for the role they take on while driving for us here at Malcolm’s. I may also add that the staff at Juice are very friendly and always willing to help at any time."

Tim Cullen - Transport Team, W H Malcolm

"Rebecca has been thoroughly professional and supportive right from her initial call after I submitted my on line application, throughout the various interview stages ,offering help and guidance with my presentation and finally her call to tell me that I had been successful in securing my new position. She boosted my confidence at every stage!! To come in to see me on my first day with a bouquet of flowers to congratulate me was a really unexpected but lovely and thoughtful thing to do Thank you so much! "

Donna Roebuck - Permanent Placement

"Hi ladies Just to let you know that I have accepted an offer of permanent employment this afternoon so I will no longer require your services. Thank you for everything over the past couple of months, I am really grateful for the temp placements and interviews you have sourced for me. "

Fiona Baker - Registered Candidate

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