Diploma Qualified Paraplanner

Posted 22 March by Marmion Recruitment Easy Apply Featured

Role: Diploma Qualified Paraplanner

Location: Leeds City Centre

Salary: £35,000 - £45,000 DOE + benefits

The company:

We don’t believe we have come across a paraplanning role like this yet. This is a small but highly successful wealth management firm based in Leeds city centre. Having opened their doors 13 years ago, this company has gone from strength to strength and now employs 14 highly-focused but very personable team members at various different levels. They now seek a diploma qualified paralanner with at least 3 years’ experience to join their team of 5 other planners, to work 1:1 with an IFA and their client base.

The role:

You will be working with one of the best and most interesting client-bases that can be offered with private investment portfolios ranging between £500,000 and £5 million. You will be required to produce accurate and compliant client reports; assist in the production of client portfolio reviews; produce cash flow models and assist in the training of other staff members on all areas of advice. You will also be required to update standard reports / RWL tools for all areas of advice and assist with updating the company’s preferred provider panels.

Essential skills & experience:

You will have at least 3 years’ experience in a similar role within a similar firm;
You will be at a bare minimum, Diploma qualified or equivalent.
You will have strong Excel skills.

What’s in for you?

There is no shortage of paraplanner vacancies out there. What sets this role apart from the others is not just a fantastic salary for the right individual; but a great internal and collegiate atmosphere which focuses on teamwork; and most importantly, this company wants to invest in you to help you attain chartered status. They will assist you with course and examination fees and provide you with unrivalled on-the-job mentoring and coaching to ensure that you reach your goals. Oh, and did we mention that there is a fairly substantial performance-related, annual bonus for every employee (which has been paid out every year since this company was formed)?

There are not many paraplanning roles in Leeds that are offering such an overall package. If you would like to know more, than please call Mohsin now for a confidential chat.

Required skills

  • Microsoft Excel
  • Paraplanning
  • Reporting
  • Training
  • Cash Flow Forecasting

Reference: 33937866

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job