Senior Paraplanner

  • Shortlist
Location Leeds , South Yorkshire
Sector Financial Services
Salary £40,000 - £55,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 58044

This is a highly exciting opportunity to join an industry leading Financial Planners in there fantastic Leeds set up. 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, maintaining one of the best names within the industry. Our client also places a large focus on promoting from within, so there is a clear structure towards Management or Advisory roles from this position.

 

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. You will also have the opportunity spend a big proportion of time with the Clients of the business should you wish to do so, improving on your Client facing skill set!

 

Benefits:

 

  • Competitive salary
  • Bonus scheme
  • 9% employer 2% employee pension
  • 4xDIS
  • 75% Income Protection
  • PMI
  • Critical Illness cover
  • Childcare Vouchers

 

Skills:

 

Hold Level 4 Diploma in Financial Planning, or keen to start this

Previous experience supporting Advisers within an IFA environment

Comprehensive market knowledge with strong technical ability in Private client financial advice

Client facing experience (Advantageous)

Progression towards Chartered status (Advantageous)

 

 

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.