An exciting opportunity for a Paraplanner to join an exceptional Wealth Management Practice working in their Leeds office has arisen. You will be joining a chartered firm that provides exceptional training and study support. You will have the opportunity to participate in client meetings and help to formulate financial plans and strategies as well as report writing. The Senior Management team go the extra mile to ensure that staff are looked after with a number of initiatives put in place from annual trips to company Bonuses
The Opportunity
During a period of key expansion, our client is looking for a highly experienced 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.
To be considered:
Comfortable producing technical Suitability reports
Studying towards Level 4 Diploma in Financial Planning
Excellent people management skills
Previous experience within a fast-paced IFA Practice
High level of analytical capability and good communication skills (Client facing skills)
Synonyms: Financial Planning, Report Writer, Technical Planner, Paraplanner
