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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 paul.goodchild@transparencypersonnel.co.uk or call Paul on 0113 246 8886 for more information.

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