Paraplanner

The Private Office

Leeds, United Kingdom
Not specified; compyny discretionary bonus scheme ...
**
Cii diploma in financial planning qualification
Client circumstances and portfolio analysis
Whole-of-market research on investments
** The Private Office is seeking a Diploma-qualified Paraplanner to join their award-winning team in Leeds. The role involves providing comprehensive support to Financial Advisers by analyzing client portfolios, conducting market research, and ensuring compliance with regulatory standards. **

Job Summary

  • The role involves working within a productive, high-performing team to provide full support to Advisers and Financial Planning Executives.
  • Candidates will be responsible for analysing client circumstances, portfolios, and objectives to prepare accurate recommendation reports.
  • The company offers a true hybrid working model, 24 holidays plus Christmas shut down, and full support with professional qualifications.

Matching Summary

Match Score: 75

** The Private Office is seeking a Diploma-qualified Paraplanner to join their award-winning team in Leeds. The role involves providing comprehensive support to Financial Advisers by analyzing client portfolios, conducting market research, and ensuring compliance with regulatory standards. **

Salary

Not specified; Company discretionary bonus scheme available; Benefits include pension, private healthcare, and life assurance

Skills & Requirements

Must-have

  • CII Diploma in Financial Planning qualification
  • Client circumstances and portfolio analysis
  • Whole-of-market research on investments
  • Asset allocation quantification and analysis
  • Regulatory compliance liaison with team
  • High-quality technical report writing

Nice-to-have

  • Experience in Private Wealth Management
  • Strong interpersonal and communication skills
  • Self-motivated ability to work unsupervised
  • Ambitious and goal-orientated mindset
  • Experience liaising with third party providers

Key Requirements

  • CII Diploma in Financial Planning (minimum)
  • Experience within Private Wealth Management
  • Good working knowledge of regulatory requirements

Work Rights

Not specified

Tailored Resume

Cover Letter