|Location: LEEDS, WEST YORKSHIRE||Salary: 25000 - 35000 GBP Per Annum|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: N/A|
|Posted: 8 months ago||Reference: 3044013|
I am delighted to be working in partnership with a prestigious, highly successful financial services firm, who are UK wide and are looking for a qualified Paraplanner, in a view to expand their ever growing and successful team, in Leeds.
As a successful candidate the role will involve:
Providing technical support throughout the advice cycle.
You will work alongside the Wealth Managers to create personal financial planning reports for clients, and prepare recommendations through complex report writing.
Ideally you will hold Diploma Level 4 you will also be assisted to complete level 6 Chartered
• It is essential that you have experience in a similar position.
• You will have good technical financial knowledge and an understanding of personal taxation.
• Experience with HNW clients.
• Experience of complex report writing and conducting whole of the market product research.
• A high level of analytical capability.
• Ability to conduct research for appropriate providers and investments.
• Ability to use technical financial planning tools, financial modelling and back office software.
In order to apply please contact Helen Spriggs on 0113 2368957 or email your cv to firstname.lastname@example.org
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