Paraplanner - Chartered Wealth Practice | AI Support & CPD in Guiseley

Paraplanner - Chartered Wealth Practice | AI Support & CPD in Guiseley

Guiseley Full-Time No working from home possible
Eden Rose

Eden Rose is seeking a Paraplanner for their Leeds office in a Chartered, independent boutique wealth management firm. You will support two Chartered planners with technical research, pensions, investments, protection and tax planning, feeding into high-quality suitability reports.

Modern tech and cashflow tools underpin daily work. You'll join a small, highly qualified team that values client care, collaboration and professional development, with study support and clear progression within a

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Paraplanner - Chartered Wealth Practice | AI Support & CPD in Guiseley employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team