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Role: Paraplanner
Location: Leeds (Flexible Work Potential)Salary: Up to £45,000 (dependent on experience)Duration: Full-time, Permanent
We are working with an established IFA based in Leeds that is looking for an experienced Paraplanner to join their growing team. This is an excellent opportunity for a dedicated professional to work closely with financial advisers, providing high-quality support in financial planning and wealth management.
Key Responsibilities:
- Prepare documentation and reports for client meetings, ensuring accuracy and compliance.
- Conduct research and analysis on investment strategies, pensions, and protection products.
- Produce suitability reports, pension reviews, and financial planning documents.
- Liaise with financial advisers and clients to ensure smooth implementation of recommendations.
- Support ongoing client reviews and assist in maintaining financial plans.
What’s on Offer?
- Salary up to £45,000
- Flexible working potential
- Study support for further qualifications
- Career progression opportunities
- Competitive benefits package
This is a fantastic opportunity for a Paraplanner looking to take the next step in their career within a supportive and forward-thinking IFA. If you have strong technical knowledge and a passion for financial planning, apply today!
Paraplanner, IFA, Report writing, Research & Analysis, Financial Planning, Wealth Manage, Financial Services
