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Permanent

Financial Planning Analyst

Leeds
money-bag 40000.00-40000.00 Annual
3145994635
Posted 2 days ago

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner.Permanent position. This role will be based in the company''s central Leeds office. The position will initially be office-based during the training period, with hybrid working available once the successful candidate is fully established in the role.Reporting directly to the Managing Director, the Senior Paraplanner will provide technical support across the firm''s financial-planning activities, producing compliant reports, conducting research and supporting advisers with complex client requirements.SalaryFully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefitsKey ResponsibilitiesProduce accurate and compliant suitability reports within agreed timescales.Conduct detailed technical research across financial-planning products and solutions.Assist with the preparation of client portfolio reviews.Respond to technical queries from clients and Financial Advisers.Produce detailed client cash-flow models.Support advisers with complex pensions, investments and wider financial-planning cases.Assist with maintaining and updating the firm''s preferred provider panels.Monitor recommended providers, products and investment structures on an ongoing basis.Work with the Technical team to update standard reports, recommendation wording and advisory tools.Maintain up-to-date technical ..... full job details .....

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