Paraplanner (Consultant Support)

JHR ,
Leeds, West Yorkshire
Job Type: Full-time
Salary: £30,000 per annum

Overview

Title: Paraplanner (Consultant Support) Location: Leeds, Thorpe Park Salary: £30K free parking Monday - Friday This role involves providing a high level of technical support to the consultants by making sure that all recommendations are technically accurate and provide the "best advice" for the clients. You will be providing support, identifying items which may affect the advice being given. You will be required to meet set targets specified by the company. You will have a team of administrators to assist you, but you will need to be able to obtain illustration, fund fact sheets and all related compliance documentation and prepare for letters, reports and recommendations. If you come from a financial services or Personal pensions and investment background that will be beneficial but not essential. Are you: Organised Positive Self-motivated Able to work to deadlines Able to follow business processes and procedures This is an exciting opportunity to work with a growing business, very ambitious and looking for likeminded individuals to join the team. Interviews for this role will take place with immediate effect so please don’t delay in sending your most up to date CV across today External Use Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30-day period and contact you via any method of contact you have listed on your application. (Jo Holdsworth Recruitment - Recruitment Agency)