Paraplanner - Leeds, United Kingdom - Search Consultancy

Search Consultancy
Search Consultancy
Verified Company
Leeds, United Kingdom

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Paraplanner
Leeds
£40,000 - £55,000 plus market leading bonus package, flexi-benefits, hybrid working

My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation.

Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the IFA's within the business.

The successful applicant will ideally Diploma qualified (or equivalent) and you will be given full support to obtain your qualifications up to Chartered by the firm.

The main responsibilities within the role include providing accurate and compliant reports, producing cash flow models (you will ideally be adept at using Excel), on-going monitoring of recommended structures and providers, working closely with the InvestmentDirector and the Investment Committee in relation to investment funds and developing the technical knowledge of the other support staff.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged.

In return you will work in an exciting and fast paced environment and receive a marketleading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
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