Our client, an award winning firm of financial planners based in Leeds, is looking to appoint an experienced Paraplanner to join their team on a permanent basis. Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients. The Role Prepare and tailor high-quality suitability reports based on adviser recommendations Conduct in-depth research across a range of financial products to support appropriate client outcomes Produce compliant, well-structured suitability letters Support advisers in delivering bespoke financial planning strategies The Candidate Level 4 Diploma qualified (or nearing completion) – essential Experience working with High Net Worth clients – desirable Strong technical knowledge across core areas of financial planning Commercially aware with excellent attention to detail Reliable, professional, and highly organised with strong interpersonal skills Salary Benefits This role offers a competitive salary of £40,000–£55,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package. ...
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Taylor James Professional Recruitment Careers Recruitment Team
