, , Trainee Paraplanner - Leeds - Artemis Recruitment Consultants

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services



Type of Position: Trainee Paraplanner - Leeds
Pay: £23k - £26k

Trainee Paraplanner - Leeds

Our client is looking for a Trainee Paraplanner to join their team in Leeds.

Key responsibilities:

To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.
To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To build upon own knowledge and expertise to construct and draft advice reports where this falls outside of the standard reports, preparing a report for sign off by the Adviser. 
To collate all documentation to support the recommendations.
Meet set individual targets for productivity and quality. 
Update internal systems with case progress so this can be tracked to new business receipt. 
Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
Liaise with Business Support staff where administrative support is required at pre-sales. 
Experience and Skills:

Planning & Organising
Technical Knowledge 
Customer focus
Attention to detail
Excellent analytical and evaluation skills
Good IT skills
Excellent communication skills
Analytical skills
Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice 
Excel and Word 
Previous experience in an IFA firm is essential 
Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee Paraplanner, with the end goal of becoming a fully competent Paraplanner 
Working toward Diploma Level 4. 
Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role 

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.