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Clark James recruitment
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Leeds, West Yorkshire
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
Our client a well established Forward thinking Financial Services Client is looking for an experienced Paraplanner to join their existing team and provide a full technical support service to a team of Advisers. Successful applicants will have proven Report Writing experience and specific requirements will include: Responsibilities: Report Writing and Administration Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Operations Manager, Consultants and Financial Advisers. Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients. Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion. Processing new business properly and taking ownership for seeing it through to completion. Contribute to and assist in the production of management information for the Directors and senior team. Responsible for maintaining and ensuring that records and files are updated timely and correctly. Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise. Have excellent client relationship skills. Client data is held securely, and Data Protection considerations are complied with. Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies. Applicants need not be Diploma level 4 Qualified but will only be considered if they are experienced paraplanners. Please contact Deborah Hulance - Director who has over 15 years Financial Services Recruitment experience for further information regarding this role and similar vacancies in strictest confidence. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities