Ambitious Paraplanner – Hybrid Role with Career Growth

Ambitious Paraplanner – Hybrid Role with Career Growth

Full-Time 40000 - 45000 Β£ / year (est.) No working from home possible
Recruit Wealth Limited

At a Glance

  • Tasks: Support Financial Planners by producing detailed reports and conducting product research.
  • Company: Join Recruit Wealth Limited, a dynamic firm in Leeds with a focus on collaboration.
  • Benefits: Enjoy a hybrid role with career growth, competitive salary, and supportive team culture.
  • Other info: Exciting opportunity to grow in a fast-paced financial environment.
  • Why this job: Make a real difference in clients' financial futures while developing your skills.
  • Qualifications: Paraplanning experience, diploma or equivalent, plus strong IT and analytical skills.

The predicted salary is between 40000 - 45000 Β£ per year.

Recruit Wealth Limited in Leeds is recruiting a Paraplanner to support Financial Planners in delivering high-quality financial planning solutions.

You will produce detailed suitability reports and conduct product research as part of a collaborative team.

The ideal candidate has paraplanning experience, a diploma or equivalent qualification, and strong IT and analytical abilities to manage multiple client matters with accuracy and timeliness.

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Ambitious Paraplanner – Hybrid Role with Career Growth employer: Recruit Wealth Limited

Recruit Wealth Limited is an excellent employer, offering a supportive culture that prioritises employee well-being and professional growth. Located in Taunton, the company provides a range of benefits including hybrid working options, 28 days of holiday, and private medical insurance, making it an attractive place for those seeking a rewarding career in financial services.

Recruit Wealth Limited

Contact Details:

Recruit Wealth Limited Recruitment Team

We think you need these skills to ace Ambitious Paraplanner – Hybrid Role with Career Growth

Paraplanning Experience
Diploma or Equivalent Qualification
IT Skills
Analytical Abilities
Suitability Report Production
Product Research
Collaboration Skills