______________________
________________________
__________________________
______________________
_________________________
_________________________
____________________
_______________________
____________________
_____________________
Our Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process. Main duties include: - Supporting Consultants in preparing accurate financial plans and suitability reports. Supporting the Consultants in research and analysis to meet client needs and objectives. Have a full understanding of financial planning. To provide support, where needed, to other team members. Ensuring that any business conducted is done in a responsible and compliant manner. The Candidate Criteria Excellent understanding of the financial planning process. Experience working in a Paraplanning role. Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it Flexible and able to deal with a multitude of and able to prioritise workloads. Rewards A competitive and negotiate salary based on experience. A range of employee benefits Our client has a friendly and supportive environment