The Company: A growing financial planning and wealth management firm combining established face-to-face advisory experience with modern technology is looking to recruit a Paraplanner into their expanding technical team. With a strong focus on tailored advice and long-term client relationships, this is an excellent opportunity to join a professional, independent business supporting clients across everything from early-stage financial planning through to more complex private wealth requirements. Office Location: Leeds Working Setup: Hybrid – 2-days office
Paraplanner employer: CB3 Associates Ltd Careers
Join a prestigious Wealth Management firm in Central York, where you will thrive in a supportive and dynamic work environment. With a strong focus on employee development, we offer comprehensive benefits including a competitive salary, pension, healthcare, and study support for professional exams, ensuring you have the resources to grow your career in investment administration. Our collaborative culture prioritises client satisfaction and operational excellence, making it an ideal place for those passionate about finance and client service.
Contact Details:
CB3 Associates Ltd Careers Recruitment Team
