Aspiring Paraplanner | Finance Admin to Paraplanning
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-05-31
Listing for:
Lime Professional Services
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Reporting, Financial Services
Job Description & How to Apply Below
Lime Professional Services in Leeds is seeking a Trainee Paraplanner to join their Paraplanning team. The role involves assessing new business submitted by IFAs, recording cases in internal systems, producing suitability letters, and liaising with Financial Advisers.
The ideal candidate should have 1-3 years of experience in Investment Administration or be a Senior Investment Administrator looking to transition to Paraplanning. A Diploma in Financial Planning is preferred, with some exams completed.
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