At a Glance
- Tasks: Collaborate with Financial Advisers and prepare client strategies in wealth management.
- Company: Chartered Financial Planning firm with a focus on client relationships.
- Benefits: Full-time permanent role with hands-on experience and career development.
- Other info: Dynamic work environment with opportunities for growth in the finance sector.
- Why this job: Shape client strategies and make a real difference in their financial planning.
- Qualifications: Experience as a Paraplanner and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
WEALTHLINK RECRUITMENT LTD is recruiting an experienced Paraplanner for a Chartered Financial Planning firm near Wetherby, West Yorkshire. This full-time permanent role is a hands-on opportunity within Wealth Management, where you’ll work closely with Financial Advisers from the outset, attend client meetings and help shape client strategies.
You will prepare suitability reports, conduct technical research across pensions and investments, attend client meetings, and assist in developing holistic strategies.
Hybrid Paraplanner: Client-Facing Wealth Planning in Wetherby 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
