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Paraplanner in Leeds

Job Title: Paraplanner

Industry: Financial Planning

Location: Leeds

Salary: £25,000-35,000 per annum

Job reference: 14885

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Leeds to join a local IFA firm

This is a reputable company with a great presence in the market. They have been a progressive and forward-thinking company and utilise technology to the fullest. This is a chance to work with a firm that has been inconsistent growth over the past few years and this is your chance to be a part of this!

As a paraplanner, you will support the Financial Planning department with research, report writing, fact-finding, and client services.

Other duties will include but not be limited to, preparing recommendations, submitting forms, maintaining client records, and producing invoices.

 

What’s in it for you:

  • Generous Salary up to £35,000 per annum
  • Life Insurance and Pension
  • Other great flexible benefits including cycle to work, PMI, Cash Plan
  • Support with additional examinations should you wish to complete them

 

Skills and experience required:

  • Level 4 Diploma or near qualified
  • Previous experience as a Paraplanner
  • Understanding of Investments, Pensions, IHT planning, and Centralised Investment Propositions
  • Intelligent Office experience (advantageous)
  • You will have experience with Cashflow modelling Software such as Voyant
  • You will be experienced in the use of research tools such as FE Analytics
  • Excellent IT skills
  • You will be a team player

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Local IFA firm based in Leeds on a Paraplanner role.

 

Our commitment to you

  • 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.

Submit Details Here

BrowseUpload CV
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Job Title: Paraplanner

Industry: Financial Planning

Location: Leeds

Salary: £25,000-35,000 per annum

Job reference: 14885

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Leeds to join a local IFA firm

This is a reputable company with a great presence in the market. They have been a progressive and forward-thinking company and utilise technology to the fullest. This is a chance to work with a firm that has been inconsistent growth over the past few years and this is your chance to be a part of this!

As a paraplanner, you will support the Financial Planning department with research, report writing, fact-finding, and client services.

Other duties will include but not be limited to, preparing recommendations, submitting forms, maintaining client records, and producing invoices.

 

What’s in it for you:

  • Generous Salary up to £35,000 per annum
  • Life Insurance and Pension
  • Other great flexible benefits including cycle to work, PMI, Cash Plan
  • Support with additional examinations should you wish to complete them

 

Skills and experience required:

  • Level 4 Diploma or near qualified
  • Previous experience as a Paraplanner
  • Understanding of Investments, Pensions, IHT planning, and Centralised Investment Propositions
  • Intelligent Office experience (advantageous)
  • You will have experience with Cashflow modelling Software such as Voyant
  • You will be experienced in the use of research tools such as FE Analytics
  • Excellent IT skills
  • You will be a team player

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Local IFA firm based in Leeds on a Paraplanner role.

 

Our commitment to you

  • 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.

Submit Details Here

BrowseUpload CV
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Submit Details Here

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