Paraplanner

Recruiter
Switch Recruitment
Location
Leeds, UK
Salary
Competitive
Posted
18 Sep 2019
Closes
29 Sep 2019
Ref
1262990133
Sector
Engineering
Contract Type
Permanent
Hours
Full Time
Our client, one of the UK's fastest growing Wealth Management and Employee Benefit Groups, currently requires a Paraplanner to join their private client IFA division following continued growth.

Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well as attending client meetings where needed), preparing client reports / suitability letters / pension transfer analysis reports, Handling technical client queries etc.

Candidates need to ideally be educated to degree level and be Level 4 / Diploma qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.

In return our client is looking to offer a competitive basic salary of £30-40k as well as an excellent benefits package.

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