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Financial planner
Trainee Paraplanner

Trainee Paraplanner

Taylor James Professional Recruitment

Posted 8 hours ago, valid for 21 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

Our client, an esteemed financial planning firm in Leeds, is seeking a Trainee Paraplanner.
Ideal candidates should have experience as Administrators or Junior Paraplanners, with duties including collaboration with Advisers, attending client meetings, and preparing suitability reports.
Candidates should possess IFA administration experience, with a Diploma Level 4 being desirable, and knowledge in Pensions, Investments, and Protection products.
The position offers a competitive salary, although the specific amount is not disclosed, along with a comprehensive benefits package.
Interested applicants are encouraged to apply or reach out to Matthew Biddle on LinkedIn.

Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Trainee Paraplanner.

Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.

Subject to the individuals level of experience/capabilities, duties and responsibilities may include:

Working closely alongside the Advisers and senior Paraplanners
Attending client meetings
Preparing basic suitability reports
Research & analysis of financial products to meet client requirements
Preparing recommendations & implementing client recommendations

The Person:

IFA administration experience (essential)
Diploma Level 4 or working towards (desirable)
Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products

In return this opportunity offers a very competitive basic salary along with an extensive benefits package

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

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