The Openwork Partnership in Leeds is seeking a capable financial planning administrator to support a team of financial advisers. You will research, analyse client circumstances, prepare recommendation reports and maintain client records in a FCA-compliant environment.
This permanent hybrid role based in our Leeds office requires strong communication, organisation and customer service skills, with a diploma preferred. You will contribute to delivering high-quality advice and service.
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Paraplanner — Hybrid Financial Planning & Research in Leeds employer: The Openwork Partnership
The Openwork Partnership is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Swindon. Employees benefit from a hybrid working model, comprehensive professional development opportunities, and a commitment to supporting high-priority initiatives that make a real impact in the fintech sector. Join us to be part of a forward-thinking team where your contributions are valued and growth is encouraged.
