Posted 29 October by We Are SSG
Ending soon

Paraplanner/ Senior Paraplanner - Leeds

to c£40,000 (doe) + benefits + bonus + flexible hours + progression

If you’re a Diploma qualified Paraplanner reading this and you’re wanting to progress your career with a very well established, reputable and Chartered fully independent IFA business then look no further……

You will learn the business from the bottom up and provide Paraplanning support 2 highly respected and experienced Advisers (1x Chartered & Fellow; 1x DipPFS) in the business.

While the role will primarily be Paraplanning focussed, the business does have a tried and tested way of developing and progressing individuals to become Advisers. In this instance, the expectation would be that you will work in a Paraplanning capacity for a minimum 18 months before looking at progressing to Trainee Adviser status (if that is what you’re looking for).

Once you have become established within the business, there will be plenty of opportunities internally that will allow you to develop your career further and be involved in various on-going projects.

As a forwarding thinking business, they will also consider 'flexible’ hours for the right person and will also provide a whole host of additional benefits including free on-site parking.

Call me for a confidential chat if you want to find out more.

James Rhodes - Director - James Rhodes Exec Search

Required skills

  • Financial Planning
  • Holistic Financial Planning
  • Paraplanning
  • Independent Financial Advice

Application question

Are you Diploma qualified Paraplanner with a minimum of 18 months experience as a Paraplanner?

Reference: 39248720

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