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
- 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.
- Financial Advice
- Financial Planning
- suitability reports