Leeds
Elevate Your Paraplanning Career with an Award-Winning Firm
My client, a multi-award-winning Chartered Financial Planning Firm with a commitment to delivering exceptional service and demonstrating their standing at the forefront of the financial planning sector. Join a highly qualified team dedicated to providing independent, full financial planning and an outstanding service level to a discerning high-net-worth clientele. My client operates with a clear mandate: to always act in the best interest of their clients, with integrity and precision.
As a consistently expanding business, my client offers an exceptional working environment and a significant opportunity for a Paraplanner ready to advance their career. You will receive comprehensive support and clear direction to refine your capabilities, with tangible prospects for advancement as the firm continues its trajectory of growth. This is a role where your contributions will be genuinely valued, providing ample scope to influence the firm’s ongoing development.
A distinctive aspect of this position is the active encouragement to participate directly in client meetings, going beyond mere report writing. You will be instrumental in shaping financial plans and strategies, gaining invaluable exposure and making a direct impact on client outcomes.
My client is committed to supporting its team, evidenced by a superior benefits package:
- Highly Competitive Annual Salary: £35,000 to £55,000, reflective of your qualifications and experience.
- Performance-Based Bonus: Potential for up to 15% of your salary.
- Generous Leave Allowance: 35 days holiday, including bank holidays.
- Birthday Leave: An additional day off so you never work on your birthday.
- Community Engagement: One dedicated day per year for volunteer or community work.
- Robust Pension Scheme: Group Pension with a significant 7% employer contribution, alongside a 5% employee contribution, with salary sacrifice options available.
- Comprehensive Health & Protection: Life Insurance, Private Medical Insurance, and a Private Healthcare Scheme.
- Unwavering Professional Development: Ongoing support, both in time and financial assistance, for your training and qualifications, empowering your journey towards Chartered and/or Certified Financial Planner status.
- Work-Life Balance: Some flexibility in working arrangements can be accommodated.
- Convenience: Free Car Parking.
Candidate Profile:
You will possess the Diploma Level 4 qualification (or higher) and demonstrate a clear ambition to achieve Chartered and/or Certified financial planner status. A minimum of 18 months of relevant experience in a similar capacity is required, coupled with a solid grasp of the financial planning process and associated regulatory frameworks. This is an opportunity to truly develop and contribute within a forward-thinking, highly accredited firm.