Paraplanner

Paraplanner

Outskirts Leeds

£40,000 - £65,000

Hybrid Working

Are you an experienced Paraplanner who is now considering your next move?

• Would you like to work in a truly collaborative, technical environment where you are part of the whole wealth planning cycle?
• Would you like to work for an independent practice where you can use your extensive technical skills?
• Are you feeling stuck in your current paraplanning role and looking to join a firm where paraplanners are truly valued?

If so, we can help...

Company/Role Information

• Our client is a professional independent advisory firm with 22 in the team and continuing plans to expand
• As a Paraplanner you will work with a bank of clients, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products with full admin support.
• A strong management structure and clear processes in place with an evolving schedule of improvements to both systems and processes.
• Hybrid working – 2-3 days a week in the office
• Salary up to £65,000 depending upon experience and qualifications, 25 x days holiday + pension 8% employer contribution, private medical health, 4 x DIS

So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.