Paraplanner - Part Qualified

  • Location

    Leeds

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £28000 - £33000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3200_1637168311

  • Published:

    14 days ago

  • Expiry date:

    2021-12-17

  • Consultant:

    David Everingham

Paraplanner - Leeds (Flexible working) - Salary negotiable to £33,000 - Part Qualified or Junior Paraplanners should apply

MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team

The role

In this role you will be required to -

  • Work with Senior Financial Planners to provide technical support
  • Prepare detailed recommendations & write bespoke financial planning reports
  • Liaise with HNW & UHNW clients

Requirements

  • To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role
  • Previous report writing experience is essential
  • You will also need be Diploma qualified or studying towards this
  • Experience using Intelligent office is desirable

On Offer

  • Basic salary of up to £33,000 plus company benefits
  • Work from home up to 3 days per week after probation
  • Study support
  • Opportunity to progress within a National organisation