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Paraplanner Date Added 28/11/2018

Permanent Job

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

Apply...

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

Skills

  • 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

Apply...

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"I found juice personnel extremely friendly and professional and made my job search a much more relaxed experience. Regular feedback and contact made me feel that I was really been looked after, and would definitely recommend them to friends and would use them again for a new job search and for recruiting in my role. Plus the girls were lovely!!!! Emma "

Emma Antsey - Placed in a permanent position

"Juice were brilliant at understanding exactly what I was looking for in terms of a career. After just one meeting with them, they had put me forward to the company that I have now been working at for 1 year, and already I have been given the chance to develop and progress. I have never been happier and I think the fact that Juice listened to all the little things I wanted from my next role is exactly the reason that I was placed so perfectly!"

Amy Cooper - Placed in a permanent position

""I found the Staff at juice personal especially Viki to be extremely personable and accommodating. I was kept up to date with the progress of my application and subsequent interview and received communication from Viki both before and after interview which I found to be helpful. I would highly recommend this company for anybody looking for new employment""

Jenna Hudson - Placed in a permanent position

"We have never used a recruitment agency before so needed an agency that understood what we needed and who we could build a long term partnership with. Juice have been great and found us a candidate who was a perfect fit for our business."

Northern Media

"I approached Juice personnel in October 2014 looking for some temporary work. They were great to work with and found me a placement right away. This initially started as a temporary contract. After a few weeks the company offered me a permanent position working on reception on a part time basis. Since then, my personal circumstances have changed slightly and I applied recently for another position within the company on full time basis as a HR administrator. I was offered the position on a 3 month trail, which looks like it is now going to go permanent quite soon. I will probably be working with Juice again now as I will now be responsible for helping with the recruitment for the company. I am looking forward to working with Juice again. I am really enjoying my new role and I would like to thank all at Juice for all their help in finding me a great job and career. I wouldn't hesitate in recommending them to friends and family."

Tracy Johnson - Long Term Temporary worker

"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

"Juice were brilliant at understanding exactly what I was looking for in terms of a career. After just one meeting with them, they had put me forward to the company that I have now been working at for 1 year, and already I have been given the chance to develop and progress. I have never been happier and I think the fact that Juice listened to all the little things I wanted from my next role is exactly the reason that I was placed so perfectly!"

Amy Cooper - Placed in a permanent position

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