Paraplanner

I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their established team in Leeds.
You'll be working directly alongside long-standing Financial Planners, providing technical support and helping deliver outstanding client service.

This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.
Clients are largely highly affluent and HNW in value.

• Diploma qualified as a minimum requirement. Ideally Chartered qualified or studying towards
• Solid paraplanning experience, with strong technical knowledge of HNW and complex clients
• Excellent report writing and research skills
• Proactive, detail-oriented and confident working closely with Advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.

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