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Paraplanner - West Leeds £32,000 - £38,000

Posted 5 January by Taylor James Professional Recruitment LTD Ended

Paraplanner / DipFA / DipPFS / Paraplanning / IFA Support / west Leeds / Permanent / Salary / £32,000 - £38,000 / company bonus scheme

A brand new to the market opportunity has arisen for a senior Paraplanner to join our IFA client situated in west Leeds.

Having already established a nationwide presence with multiple office locations this highly successful wealth management firm has plans for further expansion. There isn’t a better time to join such an organisation!

Reporting into the top billing Adviser and supported by a team of administrators,

Responsibilities will include:

  • Writing tailored suitability reports
  • Attending client meetings
  • Preparing and implementing compliant client recommendations
  • To keep up to date with finance industry knowledge, products and legislation
  • Clear progression path to becoming an Adviser
  • Full duties will depend on current experience

The Person:

  • DipFA / DipPFS (desirable, our client would also consider ambitious individuals who have commenced their studies towards this)
  • Understanding of the Financial Planning process
  • Report writing skills

In return this opportunity offers a high basic salary and excellent progression opportunities along with free parking, bonuses, study support and permanent health insurance.

Please contact Matthew Biddle on 0113-350-1266 or submit the latest version of your CV to be considered for this opportunity.

Required skills

  • Financial Advice
  • Financial Planning
  • Investments
  • DipFA
  • suitability reports

Reference: 33934665

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