I am working alongside an outstanding, reputable Financial Planning practice that pride itself on their high client retention and collective approach to financial planning.
They are seeking a Paraplanner to join up with their Leeds-based team, to support the Financial Planners in the business by preparing recommendations and producing suitability reports.
The firm in question are offering a strong base salary, a fantastic working environment, alongside flexible working arrangements.
To be considered for this role:
You are Level 4 Diploma qualified or very close to completion
Experienced working within a Financial Planning practice
Confident producing suitability reports
If this sounds like the role for you, please apply and we would be happy to discuss the details through with you.