Job Description

Job description

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.

The office is based in Leeds and would only require 2 days per week in the office.

The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases.

Your role will include but will not be limited to:

  • To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate
  • Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
  • Provide research and analysis of investment funds and financial products...

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