At a Glance
- Tasks: Create detailed financial plans and reports while supporting clients in meetings.
- Company: Reward Recruitment, a leading firm in financial planning.
- Benefits: Hybrid working, competitive salary, and opportunities for process improvements.
- Other info: Great career growth potential in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 55000 - 65000 £ per year.
Reward Recruitment seeks a Senior Paraplanner in Leeds to produce detailed financial plans, suitability reports and client correspondence.
The role involves cash flow modelling, documentation preparation for recommendations across investments, pensions and protection, and compliance with FCA rules.
You will support clients in meetings, manage your own tasks, and contribute to process improvements.
The position offers hybrid working after probation, with a salary range of £55,000 to £65,000 plus
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Senior Paraplanner - Hybrid, £55k-£65k, FinPlan Expert in Guiseley employer: Reward Recruitment
As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.
