Paraplanner

Taylor James Professional Recruitment

Posted 2 days ago, valid for 8 days

Leeds, West Yorkshire LS14 1DZ

Full Time

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Sonic Summary

Our client, a prestigious financial planning firm in Leeds, is seeking a Paraplanner to join their experienced team on a permanent basis.
The role offers the flexibility of working from home or from the firm's prestigious offices, with responsibilities including writing suitability letters and conducting product research.
Candidates should possess a Level 4 Diploma (or be close to completion) and have experience working with High Net Worth clients.
The position offers a competitive salary ranging from £35,000 to £45,000, along with full study support, bonuses, and a comprehensive benefits package.
Interested applicants can contact Matthew Biddle at 0113-350-2247 or submit their CV for consideration.

Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.

Working from home or out of prestigious offices (home working available), you will be an integral part of the firm’s technical function.

Working closely with the advisers, duties and responsibilities will include:

Writing and tailoring high quality suitability letters based on consultation with the Adviser
Attending client meetings (when required)
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
To complete compliant suitability reports

The Person:

Level 4 Diploma (or close to completion) (essential)
Experienced in dealing with High Net Worth clients (desirable)
Reliable and diligent
Excellent working knowledge surrounding the key areas of Financial Planning
Strong commercial and technical knowledge
Personable and professional

In return this opportunity offers a basic salary of between £35,000 & £45,000, home working, full study support, bonuses and fantastic benefits package.

To be considered for this opportunity, please call Matthew Biddle on 0113-350-2247 or submit the latest version of your CV.

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Paraplanner

Chartered Financial Planner

Financial Adviser / Chartered Planner: Client Bank Provided

Financial Adviser