A Chartered Financial Planners and Top 100 IFA firm based in Leeds city centre currently require an experienced Paraplanner to join their growing business. This firm operate at the top end of the market, dealing with HNW individuals, so it is essential that their staff are qualified to a high standard. As such, only candidates who have achieved the Diploma Financial Planning will be considered for this position.
Ideally you will be an experienced Paraplanner with a minimum of 2 Years Paraplanning experience within a firm of IFA's. You will be joining an experienced team of Paraplanners and Administrators who provide excellent support to the firm's Financial Advisers. You should have strong knowledge of Pensions, Investments, IHT, Tax & Estate Planning and Protection. You must have experience writing suitability reports and using various fund research tools.
Candidates can expect to enjoy a successful career with the business, many people in the firm's Managerial/ Director positions joined the business as Administrators or Paraplanners. You will also get a good salary and benefits package upon joining.