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Trainee Paraplanner

Trainee Paraplanner

Taylor James Professional Recruitment

Posted a day ago, valid for 25 days

Leeds, West Yorkshire LS14 1DZ

Full Time

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Sonic Summary

Our client, a prestigious financial planning firm in north Leeds, is seeking to hire a Trainee Paraplanner.
They are looking for Administrators or Junior Paraplanners ready for a new challenge, with duties including working with Advisers, attending client meetings, and preparing suitability reports.
Candidates should have IFA administration experience and knowledge of financial advice, particularly in Pensions, Investments, and Protection products.
A Diploma Level 4 or progress towards it is desirable, while a competitive salary and extensive benefits package are offered.
To be considered for this role, interested candidates should apply or contact Matthew Biddle on LinkedIn.

Our client, a prestigious and award winning firm of financial planners in north 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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