Paraplanner - Leeds - £40k

£40,000 yearly
  • Recruit UK
  • Leeds, UK
  • 17/11/2021
Full time Paraplanner

Job Description

Job Title: Paraplanner

Industry: Financial Services

Location: Leeds

Salary: £40,000

Reference Number: 15739

Job Description: Paraplanner

Recruit UK are working on an excellent opportunity for a Paraplanner position in Leeds to join a leading Independent Financial Advice firm.

An opportunity has arisen to join the company as a Paraplanner to work as part of their Paraplanning team providing an excellent service to their clients’ in accordance with the firm’s values and procedures.


This position would suit someone who enjoys working on complex cases, dealing with a varied work load, has good paraplanning experience and working knowledge dealing with Pension & Investment Reviews, Fund Analysis and Suitability Reports.

The successful applicant will be required to provide full Paraplanning, working within agreed business objectives.

What’s in it for you: Paraplanner

  • Paraplanner position – Offices in Leeds
  • Basic Salary up to £40,000+
  • Flexible working – Home / Office based
  • Flexible working hours
  • Excellent benefits: Pension, life cover
  • Competitive holidays
  • Working with Independent Financial Advisers  
  • High Net Worth clients
  • Excellent Opportunity to join a friendly team
  • Full technical training and support

Skills and experience required: Paraplanner

  • Ideally 2 years Paraplanning experience including knowledge of Intelligent Office (IO)
  • Experience in dealing with Pension & Investment reviews, Fund analysis and Suitability reports

• Please mention Financial Planning Today Jobs when applying for this role •