Paraplanner
Salary
Up to 35,000
Location
Leeds
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Paraplanner
Industry: Financial Services
Location: Leeds
Salary: Up to £35,000
Reference Number: 14461
Job Description:
Are you a paraplanner who understands how meaningful relationships can help create meaningful business opportunities? Then this role is for you!
Recruit UK are looking for a paraplanner to join a financial planning firm in Leeds.
Our client offers a holistic approach which ensures they stand out from their competitors. By building strong relationships on trust and a mutual understanding our client provides a service a cut above the rest!
Your duties as a paraplanner include but are not limited to:
- Providing an individualized and tailored service to clients
- Building long-term relationships with clients, product providers and colleagues alike
- Producing and delivering financial reports and documentation, including doing the appropriate research
- Complying with all legislation
- Supporting the client advice team
- Salary £30,000 – £35,000 dependent on skills and experience
- 23 days holiday
- Free on-site parking
- Diverse, varied role
- Opportunity to enhance technical knowledge
- Continued support and progression
- Level 4 Diploma (desired)
- Previous paraplanning experience
- Excellent communication skills
- Ability to work well in a team as well as individually
- Good commercial awareness – including product knowledge
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.