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Paraplanner - Leeds £30,000 - £37,000 + bonuses + benefits

Posted 27 February by Taylor James Professional Recruitment LTD Featured Ended

Paraplanner / Yorkshire / Leeds / Permanent / Salary / £30,000 - £37,000 + excellent benefits package + study support

A fist class opportunity has arisen for Paraplanner to join our IFA client in Leeds on a permanent basis.

Upon appointment you would become an integral member of the team, adding value and working closely with the Advisers to service a client base of HNW individuals.

Our client will also support a route to becoming an Adviser should the successful candidate wish to progress into giving advice.

The position:

  • Working as an integral Paraplanner in close partnership with the Advisers
  • Preparation of varied suitability reports, largely relating to complex Investment solutions
  • Product research surrounding the key financial areas
  • Attending and contributing to client meetings alongside the Adviser (when required)
  • Maintain a high level of industry knowledge which is up to date and relevant, including legislative to regulatory developments

The person:

  • Strong working knowledge of the key Financial Services products including Pensions and Investments
  • Ideally holds Level 4 Diploma, working towards Chartered status would be highly desirable
  • Knowledge of more complex investments and HNW wealth levels
  • Strong suitability report writing skills

In return this opportunity offers a very competitive basic salary of between £30,000 & £37,000 plus a fantastic benefits package.

Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity.

Required skills

  • Financial Services
  • Paraplanning
  • Pensions
  • DipPFS
  • DipFA

Reference: 34152023

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