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Paraplanner

CV-Library

Posted on Oct 26, 2021 by CV-Library

West Yorkshire, United Kingdom
Accountancy
Immediate Start
£35k - £40k Annual
Full-Time
Are you an experienced Paraplanner interested in a new role? Our client is an established Independent Financial Advisory business based in North Leeds. They are seeking to appoint an experienced Paraplanner, providing research and report writing to a team of IFA’s.

The firm offers whole market advise, across a wide range of products including pensions, investments, protection and mortgages.

This role is suitable to somebody who is devoted to providing Paraplanner support in a firm that is always determined to supply the best financial advice available.The landscape is full of possibilities with this client, therefore if you are a Paraplanner looking to explore the future as an Adviser, this could be a great opportunity for you.

Duties will include:

* Report writing

* Research

* Financial and investment reviews

* Occasional client contact including attendance at client meetings.

* You will provide full support as and when needed to the Independent Financial Advisors.

You will be an experienced Paraplanner within an IFA environment, ideally with Level 4 or good progress towards. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment.

This is an immediate requirement and the client can undertake interviews ASAP. Please contact Emma Easton as soon as possible to discuss the role and company in more detail

Reference: 215006435

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