Leeds - city centre
Basic salary to £40k basic plus benefits.
A first class opportunity has arisen for a Corporate Paraplanner for a leading financial practice with an office in Leeds city centre to their existing support team.
You will be responsible for providing technical research and report writing support to allocated Corporate Consultants. You will be responsible for the preparation of annual stewardship reports for clients.
Working alongside consultants to provide face to face support to high value clients.
To work closely with the Group Risk admin team in the checking and compilation of Group Risk reports.
Engage in technical research in order to provide accurate reports to include the preparation of associated appendances and supporting documents.
Be involved with an organised relevant product research and market research.
Maintain compliant files at all times.
Attend client meetings to support Consultants in order to strengthen the proposition.
Provide proactive assistance to Sales Manager and Consultants.
Current knowledge of group industry products.
Good knowledge of Group Pensions, Group Protection and Investments products.
Previous Corporate knowledge whether as an IFA or from a paraplanning position.
Ideally have suitable industry qualifications.