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    Financial Paraplanner - Leeds, United Kingdom - Resource Matters Ltd

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    Description

    Our Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process.

    Supporting Consultants in preparing accurate financial plans and suitability reports.
    Supporting the Consultants in research and analysis to meet client needs and objectives.
    Have a full understanding of financial planning.
    Excellent understanding of the financial planning process.
    Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it
    Flexible and able to deal with a multitude of and able to prioritise workloads.
    A competitive and negotiate salary based on experience.
    Seniority level Entry level

    Employment type Full-time

    Job function Finance and Sales
    Halifax, England, United Kingdom 2 days ago
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