Paraplanner - Leeds

Recruiter
Rekroot
Location
Leeds, UK
Salary
Competitive
Posted
15 Jun 2019
Closes
27 Jun 2019
Ref
1152905416
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We are assisting a leading Wealth Management firm in Leeds who are adding to their team due to continued growth in business. The firm are a respected provider of Financial Services offering "whole of market" advice to both their corporate and individual clients.

They are looking to add an expereinced Paraplanner to the team to increase the level of support needed by their advisors and managers.

To be successful in this role, you will have experience within the financial services; strong technical knowledge, and the relevant experience.

You will have good written skills with the ability to conduct research in connection with investment, retirement and pension planning.

You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.

You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions and protection business.

You will be computer literate with the ability to use Microsoft Office.

Qualifications

You should be at or working towards diploma status. Any targets to progress beyond this will be fully supported by the company.

The firm offer a range of employee benefits in addition to an excellent salary, which includes; 23 days holiday initially increasing to a maximum of 30 days, Company Pension Scheme, Private Medical Insurance and 4 x Death in Service.

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