Posted on Aug 21, 2019 by CV-Library
Leeds - City Centre
£30,000 - £45,000 basic salary plus market leading bonus package, flexi-benefits
My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation.
Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the IFA's within the business.
The successful applicant will ideally Diploma qualified (or equivalent) and you will be given full support to obtain your qualifications up to Chartered by the firm.
The main responsibilities within the role include providing accurate and compliant reports, producing cash flow models (you must be adept at using Excel), on-going monitoring of recommended structures and providers, working closely with the Investment Director and the Investment Committee in relation to investment funds and developing the technical knowledge of the other support staff.
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in an exciting and fast paced environment and receive a market leading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds (Apply online only), or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
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