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Financial Analyst Financial Reporting Financial Services Accounting & Finance

Paraplanner - Complex Reports & High Net Worth Research

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: Lime Professional Services
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A reputable Investment Management firm in North Leeds seeks a Paraplanner / Trainee Paraplanner to support Financial Advisers by researching new products and writing detailed suitability reports for clients. Ideal candidates should have a Diploma in Financial Planning and 1-3 years of paraplanning experience, focusing on career development in this role. A strong benefits package includes 30 days holiday, 9% pension, and company bonuses, promoting a positive team environment.
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