Paraplanner, Leeds

I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their established team in Leeds.
You'll be working directly alongside long-standing Financial Planners, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.
Clients are largely highly affluent and HNW in value.

What we're looking for:

• Diploma qualified as a minimum requirement. Ideally Chartered qualified or studying towards
• Solid paraplanning experience, with strong technical knowledge of HNW and complex clients
• Excellent report writing and research skills
• Proactive, detail-oriented and confident working closely with Advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.

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