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Paraplanner (Leeds)

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Sector: Accounts
Type: Permanent
Location: West Yorkshire
Salary: £25,000 - £30,000
Job Ref: PG/10245

Job Description

Our client is a highly successful IFA firm with an emphasis on clients with high net worth. Due to continued growth within their business, they are looking for an experienced Paraplanner for their central Leeds office.

The successful candidate will be supporting the firms advisors in the preparation and administration of reports and plans for their clients in line with compliance requirements. The role will involve liaison with advisors, clients and providers in order to handle queries and actively problem solve on complex cases.

In order to be considered for this role, you must have;

• CII certificate in Financial Planning
• Experience with pensions and investments
• A background working within an IFA environment

If you meet the above criteria and wish to apply, please email your cv to paul.goodchild@transparencypersonnel.co.uk or for an informal chat, call Paul on 0113 246 8886.

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