Financial Planning Analyst

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner.

Permanent position. This role will be based in the company’s central Leeds office. The position will initially be office-based during the training period, with hybrid working available once the successful candidate is fully established in the role.

Reporting directly to the Managing Director, the Senior Paraplanner will provide technical support across the firm’s financial-planning activities, producing compliant reports, conducting research and supporting advisers with complex client requirements.

Salary

Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits

Key Responsibilities

Produce accurate and compliant suitability reports within agreed timescales.

Conduct detailed technical research across financial-planning products and solutions.

Assist with the preparation of client portfolio reviews.

Respond to technical queries from clients and Financial Advisers.

Produce detailed client cash-flow models.

Support advisers with complex pensions, investments and wider financial-planning cases.

Assist with maintaining and updating the firm’s preferred provider panels.

Monitor recommended providers, products and investment structures on an ongoing basis.

Work with the Technical team to update standard reports, recommendation wording and advisory tools.

Maintain up-to-date technical knowledge across all relevant areas of financial advice.

Produce technical bulletins and updates for clients and professional introducers.

Provide technical guidance and training to other members of the team.

Ensure all advice documentation meets regulatory and internal compliance standards.

Work closely with Advisers and administrators to ensure cases progress accurately and efficiently.

Skills & Experience

Minimum of three years’ experience working as a Paraplanner or in a comparable technical financial-services role.

Comprehensive experience dealing with pensions is essential.

Strong knowledge of investments, retirement planning and wider financial-planning solutions.

Minimum CII Level 4 Diploma in Regulated Financial Planning or an equivalent qualification.

Relevant pension-planning examinations must have been completed.

Commitment to progressing towards the CII Advanced Diploma and Chartered Financial Planner status.

Strong experience producing compliant suitability reports and technical research.

Experience producing cash-flow models and client portfolio reviews.

Excellent analytical and problem-solving abilities.

Strong written communication skills with excellent attention to detail.

Ability to interpret complex technical information and communicate it clearly.

Competent using Microsoft Excel to an intermediate level.

Strong organisational skills with the ability to manage competing deadlines.

Confident supporting and developing less-experienced colleagues.

What’s on Offer

Fully negotiable salary based on experience and capabilities.

Hybrid working following the initial office-based training period.

Employer pension contribution.

Death-in-service benefit of four times annual salary.

24 days’ annual leave plus bank holidays.

Discretionary bonus.

Vitality private medical insurance.

Professional examination support and technical training.

Support towards the Advanced Diploma and Chartered Financial Planner status.

Senior position reporting directly to the Managing Director.

Opportunity to influence the firm’s technical processes, provider panels and advice standards.

Supportive and experienced wealth-management team.

Central Leeds office location.

For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.