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  • Shortlist
Location Leeds , Yorkshire
Sector Financial Services
Salary £30,000 - £35,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 56714

The Client:


Our client is a well-established independent wealth management business based in Leeds. They have their own in-house investment proposition and pride themselves on providing high quality, client focused advice.


The Opportunity:


You will be working within a small back office team of paraplanners with an administrative function helping you work closely with the practice’s advisors.


Exam support is on offer and the chance to develop but the opportunity will also suit a senior paraplanner who is looking to share their knowledge within a team environment.


What’s needed for me to be considered:


Previous experience is essential in an IFA firm is essential

Level 4 Diploma in Regulated Financial Planning or progress made towards this is highly desirable

Working knowledge of report writing for pensions and investment cases.


What next?


Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.


Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.              


Job Synonyms:           


Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support, private client paraplanner