Paraplanner

Taylor James Professional Recruitment

Posted 6 hours ago, valid for 21 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Our client, a prestigious firm of financial planners in Leeds, is seeking to hire 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 and involves writing suitability letters and conducting product research.
Candidates should have a Level 4 Diploma (or be close to completion) and experience dealing with High Net Worth clients is desirable.
The position offers a competitive salary ranging from £35,000 to £50,000, along with full study support, bonuses, and a comprehensive benefits package.
Interested applicants should contact Matthew Biddle at 0113-350-2247 or submit their CV for consideration.

Our client, a prestigious 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 & £50,000, 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.

Apply now in a few quick clicks

Paraplanner

Employed Financial Adviser

Trainee Financial Adviser

Financial Adviser