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Paraplanner

Posted 6 March by Premier Jobs UK Limited Easy Apply Ended

Are you an ambitious financial services professional keen to be part of a new growing team?

The Company

This new financial services firm was founded by highly experienced individuals who share the beliefs and values of delivering excellent service to clients for their financial planning. As a new business, they are able to utilise a fresh approach to business! Therefore, they are keen to grow their financial advice team through recruiting Financial Advisers and Paraplanners in their Leeds office.

Experienced Paraplanners

If you are an experienced, Level 4 DipFA qualified Paraplanner looking for the next step in your career, this opportunity could be of interest to you! Ideally, you should have experience of assisting Advisers working with clients 'at retirement’ on pension switches and investment comparisons. Your main duties as a Paraplanner will be to support their Financial Advisers in conducting relevant research and report writing. As a dynamic business keen to grow their team, there would be opportunity for aspiring individuals to develop into a Financial Adviser role.

Junior Paraplanners

If you on your journey of obtaining your financial advice qualifications (towards Level 4 DipFA) and have an understanding of financial planning, there could be an opportunity within this firm for you! They are looking for individuals with determination and ambition to be a key part of a growing financial advice team. You would support their advice team with undertaking tasks to enable them to provide effective financial advice, whilst shadowing them to learn how to build strong relationships with clients.

Benefits

  • Salary of up to £40,000 dependent upon experience plus generous bonus structure
  • Up to 8% company pension contributions
  • 25 days holiday plus bank holidays
  • Death in Service benefits and childcare vouchers
  • Traditional financial services team ethos - without the micromanaging!
  • Exciting opportunity to be part of a fast-growing team of Financial Advisers supporting middle market clients!

Locations

Leeds

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning

Reference: 34613067

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