2017-09-18 11:04:022025-07-11 Reward Recruitment
Location Bradford
Area North Yorkshire, UKWest Yorkshire, UK North Yorkshire UK Bradford
Sector FINANCIAL SERVICES - Paraplanner
Start Date Immediately
Telephone 01134671996
Job Ref SJ - 0170
Job Views 3008
£35,000 - £45,000 subject to experience
Assist the financial planners in reviewing, analysing, and preparing financial reports for clients.
Undertaking special projects for legacy business.
Either QCA Level 4 qualified or working towards QCA Level 4
·         Obtain sufficient information from the advisers to produce a report in draft
·         Prepare summaries of the client’s
·         Generic financial planning recommendations for the client.
·         May prepare a summary of miscellaneous financial planning techniques the client should be aware of or should consider
·         Prepare calculations summarizing the clients risk management needs, including disability and life insurance needs. This may include approved product illustrations.
·         Prepare final reports, analyses, or proposals (with the planner’s directions) on any of the above for presentations to the client.
·         Review or update a client’s financial plan for the planner. (This will include the same activities as when the plan was originally prepared.
·         One or more years’ experience in the financial planning industry.
·         Detail oriented, and be able to work in an unstructured environment with critical time demands.
·         Should have computer familiarity.
·         Must hold a minimum of the Financial Planning Certificate and be studying towards QCA level 4
·         Effective communication skills good interpersonal skills
·         Detailed report writing experience
·         Preferably experience within financial planning environment
·         Excellent organisational and administrative skills
Please send your CV immediately to or contact Stuart directly on 0113 4671996 for a discreet and confidential chat.
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