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Paraplanner in Leeds

Job Title: Paraplanner

Industry: Financial Services

Location: Leeds

Salary: £40,000

Reference Number: 15739

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner position in Leeds to join a leading Independent Financial Advice firm.

An opportunity has arisen to join the company as a Paraplanner to work as part of their Paraplanning team providing an excellent service to their clients in accordance with the firm’s values and procedures.

This position would suit someone who enjoys working on complex cases, dealing with a varied workload, has good paraplanning experience and working knowledge dealing with Pension & Investment Reviews, Fund Analysis and Suitability Reports.

The successful applicant will be required to provide full Paraplanning, working within agreed business objectives.

 

What’s in it for you:

  • Paraplanner position – Offices in Leeds
  • Basic Salary up to £40,000+
  • Flexible working – Home / Office based
  • Flexible working hours
  • Excellent benefits: Pension, life cover
  • Competitive holidays
  • Working with Independent Financial Advisers
  • High Net Worth clients
  • Excellent Opportunity to join a friendly team
  • Full technical training and support

 

Skills and experience required:

  • Ideally 2 years Paraplanning experience including knowledge of Intelligent Office (IO)
  • Experience in dealing with Pension & Investment reviews, Fund analysis and Suitability reports

 

Recruiters contact info:

Name: Andrew Nicholson
Email: 
andrew.nicholson@recruitukltd.co.uk
Tel: 
01179170415
WhatsApp/Mobile: 
07900914787

 

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 leading Financial Advice 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 jobs 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.

 

Additional information:

  • Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Submit Details Here

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    Job Title: Paraplanner

    Industry: Financial Services

    Location: Leeds

    Salary: £40,000

    Reference Number: 15739

    Job Description:

    Recruit UK are working on an excellent opportunity for a Paraplanner position in Leeds to join a leading Independent Financial Advice firm.

    An opportunity has arisen to join the company as a Paraplanner to work as part of their Paraplanning team providing an excellent service to their clients in accordance with the firm’s values and procedures.

    This position would suit someone who enjoys working on complex cases, dealing with a varied workload, has good paraplanning experience and working knowledge dealing with Pension & Investment Reviews, Fund Analysis and Suitability Reports.

    The successful applicant will be required to provide full Paraplanning, working within agreed business objectives.

     

    What’s in it for you:

    • Paraplanner position – Offices in Leeds
    • Basic Salary up to £40,000+
    • Flexible working – Home / Office based
    • Flexible working hours
    • Excellent benefits: Pension, life cover
    • Competitive holidays
    • Working with Independent Financial Advisers
    • High Net Worth clients
    • Excellent Opportunity to join a friendly team
    • Full technical training and support

     

    Skills and experience required:

    • Ideally 2 years Paraplanning experience including knowledge of Intelligent Office (IO)
    • Experience in dealing with Pension & Investment reviews, Fund analysis and Suitability reports

     

    Recruiters contact info:

    Name: Andrew Nicholson
    Email: 
    andrew.nicholson@recruitukltd.co.uk
    Tel: 
    01179170415
    WhatsApp/Mobile: 
    07900914787

     

    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 leading Financial Advice 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 jobs 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.

     

    Additional information:

    • Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

    Submit Details Here

      BrowseUpload CV
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