Reed Insurance
16 Apr 2017
16 May 2017
Contract Type
Full Time
Paraplanner Leeds Salary £20,000 - £25,000 + Benefits

I am delighted to be working in partnership with an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke service to their clients.
My client is currently looking to recruit a Paraplanner to join their expanding business in Leeds as soon as possible.

As a successful Paraplanner you will be working as part of productive, high performing team to provide full Paraplanning support.
Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Your duties would include:
Dealing with cases on behalf of the Advisors
Checking all details of the case and sending out the appropriate written correspondence.
Other ad hoc duties as required
Ensuring that all client records and data are maintained accurately and efficiently;

Ideally my client is looking for an experienced Paraplanner for their Leeds office. However Junior Paraplanners will also be considered.
Someone who has:

•Worked within a Financial Services organisation previously
• Proficiency in report writing;
• Experience liaising with third party providers;
• CII Diploma in Financial Planning or Regulated Financial Planning or working towards attaining the CII Diploma would be ideal.

In return you will receive a salary of £20k to £25k dependent upon experience.

The support to grow to become a fully fledged Paraplanner / IFA if desired.

Full support with professional qualifications will be given.
In order to apply please contact Helen Spriggs on 0113 2368957 or email your cv to

Reed Specialist Recruitment Limited is an employment agency and employment business