Templegate Recruitment is seeking a Paraplanner to join their Leeds-based team, with an excellent path to becoming a Financial Adviser.
You will provide paraplanning support, prepare suitability reports, and assist with pension, investment and protection cases while managing client relationships.
The role is office-based in Leeds with a MondayโFriday schedule and a clear path to Trainee Adviser progression as you develop knowledge and responsibility.
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Paraplanner to Trainee Adviser โ Leeds (Office-based) in Bradford employer: TEMPLEGATE RECRUITMENT LIMITED
As a leading Independent Mortgage & Protection firm with over 20 years of experience, we pride ourselves on our supportive and flexible work culture that empowers our Mortgage Advisers to thrive. With a strong emphasis on professional development, an established client base, and a friendly team environment, we offer an excellent opportunity for growth and success in the financial services industry, all while enjoying the benefits of hybrid working arrangements in Essex.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team