Senior Paraplanner

Posted 23 January by Heat Recruitment Featured

Position: Senior Paraplanner

Location: Leeds

Salary: £35,000 to £45,000

The Client:

An exciting opportunity to join an industry leading Financial Planners in the heart of Leeds. With offices across the country they pride themselves on providing an excellent service to their clients whilst continually looking to grow and expand their highly reputable team.

The Opportunity:

During a period of key expansion, our client is looking for an experienced Senior Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm, and help the Junior members of the team by passing on your existing knowledge accordingly.

Skills:

  • You will ideally possess the certificate in Financial Planning and working towards, or have, the Diploma in Financial Planning
  • Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
  • Level 4 Diploma in Financial Planning, or relevant experience to match
  • Good attention to detail, punctual and professional work ethic

Synonyms: Financial Planning, Report Writer, Technical Planner, Paraplanner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Reference: 33067282

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