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Reward Recruitment
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Leeds, West Yorkshire
Senior Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Title: Senior Paraplanner Location: Leeds City Centre Remuneration: circa. £35,000.00 Employer pension contribution, death in service (4x) 24 days paid leave plus bank holidays. Discretionary bonus - always in the £000’s Exam support and training. Main tasks of role: Compile accurate, compliant client reports within agreed timescales. Produce client portfolio reviews. Deal with client technical queries. Produce and deliver client cash flow models. Manage and update the companies preferred provider panels. Review, manage and monitor the structures and providers panel. Manage members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice. Train members of staff on all area’s of advice and paraplanning. Produce technical bulletins to be sent to clients and introducers when appropriate. Qualifications: Minimum CII Level 4 Diploma and Advanced Diploma/Chartered Status,or working towards. Experience 5 - 10 years in a similar role within a financial services business. Other requirements: Candidates must be competent in the use of Excel. Experience of dealing with pensions. Apply: Send your to Stuart at Reward Recruitment Limited or contact him directly for a discreet and confidential chat.