At a Glance
- Tasks: Prepare financial plans and reports, focusing on cash-flow modelling and forecasting.
- Company: Reward Recruitment, a dynamic firm based in Leeds with a supportive culture.
- Benefits: Comprehensive benefits package, profit-related bonus, and hybrid working options post-probation.
- Other info: Great opportunity for career growth in a collaborative environment.
- Why this job: Join a rewarding role where you can make a real impact in financial planning.
- Qualifications: Experience in financial planning and strong analytical skills required.
The predicted salary is between 41850 - 51150 £ per year.
Reward Recruitment is seeking a Technical Paraplanner based in Leeds, West Yorkshire.
The role involves preparing financial plans, reports and letters, with cash-flow modelling and forecasting responsibilities.
You will collate documentation to justify investment and product recommendations, including pensions and FCA compliance.
Hybrid working is available after probation, with a comprehensive benefits package and a profit-related bonus.
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Hybrid Technical Paraplanner – Modelling & Plans Lead in Leeds 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.
