At a Glance
- Tasks: Support advisers by preparing reports and maintaining client records in a dynamic environment.
- Company: Join Openwork Limited, a leading financial advice firm with a supportive team culture.
- Benefits: Enjoy a permanent role with hybrid working, competitive salary, and career development opportunities.
- Other info: Work in Leeds office three days a week, with flexibility to work remotely.
- Why this job: Make a real difference in clients' financial journeys while growing your expertise.
- Qualifications: Must have strong financial planning knowledge and a CII L4 Diploma.
The predicted salary is between 29700 - 36300 £ per year.
Openwork Limited seeks an experienced Paraplanner to join our growing team of advice professionals in Leeds.
You will support advisers with preparing reports, gathering data, maintaining client records and submitting applications, while ensuring FCA-compliant service.
The role is permanent and hybrid, requiring presence in the Leeds office three days per week. A strong knowledge of financial planning and a CII L4 Diploma is essential.
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Paraplanner - Financial Advice Support (Hybrid, Leeds) employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.
