At a Glance
- Tasks: Assist Financial Advisers in creating tailored financial plans and reports.
- Company: Join a prestigious Chartered Financial Planning firm in West Yorkshire.
- Benefits: Enjoy hybrid working options and a supportive team environment.
- Other info: Great opportunity for career growth in a dynamic industry.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Strong report writing skills and knowledge of pensions required.
The predicted salary is between 30000 - 40000 £ per year.
WEALTHLINK RECRUITMENT LTD is recruiting a Paraplanner for a Chartered Financial Planning firm in West Yorkshire. You’ll work closely with Financial Advisers, attend client meetings, and contribute to holistic financial plans.
Role involves preparing suitability reports, researching pensions and investments, and ensuring FCA/compliance standards. Hybrid working may be considered for the right candidate; strong report writing and pensions expertise are essential.
#J-18808-LjbffrHybrid Paraplanner — Hands-On Wealth Planning employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
