Posted 20 June by Reward Recruitment Easy Apply


Roundhay - Leeds

£30,000 to £35,000 plus bonus, benefits and exam support

A Paraplanner is required to work for a regional IFA practice and to join its team of professionally qualified advisors and technical support staff. Following continued growth, they now require an experienced Paraplanner to join their office.

Paraplanning duties will include report writing, research, financial and investment reviews and a high level of client contact including attendance at client meetings. You will provide full support as and when needed to the Independent Financial Advisors.

You will be an experienced Paraplanner within an IFA environment, ideally with Level 4 or good progress towards. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast paced environment.

To apply please send your CV immediately to Stuart at Reward Recruitment or contact him directly for a discreet and confidential chat.

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Paraplanner
  • Level 4

Reference: 35440218

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