At a Glance
- Tasks: Provide technical support and produce compliant reports for financial planning.
- Company: Established independent wealth management firm in Leeds with a supportive culture.
- Benefits: Hybrid working, initial training, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on complex client requirements.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum three years’ experience as a paraplanner or equivalent required.
The predicted salary is between 41850 - 51150 £ per year.
Find Core is recruiting a Senior Paraplanner in Leeds to join an established independent wealth management firm.
The role offers initial office-based training with hybrid working once established and reports to the Managing Director.
You will provide technical support across financial-planning activities, produce compliant reports, conduct research and assist advisers with complex client requirements.
The ideal candidate has at least three years’ experience as a paraplanner or equivalent, with
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Senior Paraplanner — Hybrid, Pension & Tech Lead in Leeds employer: FindCore
FindCore is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. As a Contracts Manager in Lanarkshire, you will benefit from a competitive salary, a company fuel card, and a car allowance, all while working in a dynamic environment that values teamwork and quality service delivery across the public sector.
