Paraplanner / Trainee IFA Leeds New

Reed Insurance
14 May 2017
13 Jun 2017
Contract Type
Full Time
Paraplanner / Trainee IFA Leeds Salary £20,000 - £30,000 + 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.
There is real scope in this role to become a fully fledged IFA, should you desire.
There is plenty of support in your Financial Services examinations, and if you wanted to become an advisor, they can even make clients available for you.

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
Attend client meetings with IFA'S
Learn the front facing part of the IFA role

Ideally my client is looking for an experienced Paraplanner for their Leeds office. However Junior Paraplanners will also be considered, and / or individuals who want to work towards the IFA role.

As a successful candidate you will need to have:

•Worked within an IFA practice 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 £30k dependent upon experience.

The opportunity to work for an IFA practice, who encourage autonomy, and who really like to see people move through the ranks.

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

Excellent Support with Financial Services examinations.

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