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Planning Analyst – Financial Services (Leeds)

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Sector: Accounts
Type: Permanent
Location: West Yorkshire
Salary: £18,000 – £28,000
Job Ref: TP/10197

Job Description

Our client is a highly successful independent firm of financial advisors specialising in clients with a high net worth.

Due to the growth of their business, they are looking for a planning analyst to join their team in central Leeds where you will be responsible for;

• Providing high level sales support
• Providing a range of reports for clients
• Analysis of information in order to propose solutions to clients
• Dealing with queries
• Problem solving on complex scenarios

In order to be considered for this role, you must hold a CII certificate in Financial Planning and will ideally have experience of working for an IFA.

To apply, please email your cv to or call Paul on 0113 246 8886 for more information.

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