Paraplanner - National Financial Planners

  • Location

    Leeds, West Yorkshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £35000 per annum + Benefits + Bonus

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH868_1563804225

  • Published:

    about 1 year ago

  • Expiry date:

    2019-08-21

  • Consultant:

    #

A leading Wealth Management organisation with offices across the UK currently seeks to recruit an experienced Paraplanner to join their team in Leeds.

You will be working within an established team of Paraplanners that provide technical support to a number of Senior Financial Planners covering the North East of England. You will be a main point of contact for an established HNW client bank therefore enabling the Advisors to concentrate on developing new Business. Other duties will include; report writing, fund research, producing fact finds ect.

To be considered for this opportunity you will ideally have achieved, or will be working towards, attaining your full Diploma status.

You will be joining a forward thinking and dynamic organisation that will offer excellent opportunities for progression in the future.