Technical Paraplanner

Paraplanner - Leeds, Yorkshire and the Humber

Ref: 20Tuesday 31 May 2022

£40,000 - £50,000

This opportunity is ideal for a Paraplanner who is looking to take on the responsibility of mentoring and training junior team members as well as being involved in key decisions on the strategy of the practice. As a steadily growing financial planning business, our client offers a superb working environment and ultimately a great opportunity for a Paraplanner looking for the next move. You will receive support and direction to help you develop your skills, with the ability to progress as the business grows and you will have ample opportunity to contribute to the development of the business.

One of the unique parts of our role is that you will be actively encouraged to participate in client meetings and help to formulate financial plans and strategies and will not just be a report writer


The opportunity

During a period of key expansion, our client is looking for an 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 and can even be home-based. 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

To be considered:

Level 4 Diploma qualified 

Previous experience within a fast-paced IFA Practice

High level of analytical capability and good communication skills


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