Job Description
Paraplanner
Location: West Yorkshire
Contract: Permanent
Salary: £40,000 – £50,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.
This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long-term progression opportunities, and support towards further qualifications if desired.
Key Responsibilities
Support the Financial Planners with research and analysis to meet client needs and objectives.
Prepare Financial Plans and Suitability Reports.
Prepare and collate docum...
Location: West Yorkshire
Contract: Permanent
Salary: £40,000 – £50,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.
This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long-term progression opportunities, and support towards further qualifications if desired.
Key Responsibilities
Support the Financial Planners with research and analysis to meet client needs and objectives.
Prepare Financial Plans and Suitability Reports.
Prepare and collate docum...