• Taylor James Professional Recruitment LTD
  • City of Leeds, UK
  • Jan 11, 2019
Banking Finance

Job Description

A new to the market opportunity has arisen to join our prestigious wealth management client based in Leeds.

Our client is looking to appoint and develop an experienced Paraplanner to become an integral member of their support function.

Reporting into the Operations Director and supported by a team of administrators, duties and responsibilities will include:

  • Writing and tailoring high quality suitability letters based on consultation with the Adviser
  • Supporting a Senior Advisers who specialises in providing quality financial advice to high net worth clients
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • To complete compliant suitability reports
  • Cashflow modelling

The Person:

  • Level 4 Diploma (or close to completion) essential
  • Chartered status desirable
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong commercial and technical knowledge

In return this opportunity offers a very competitive starting salary between £35,000 & £45,000, bonus and benefits package alongside an excellent working environment within a fantastic team.

You must be an experienced Paraplanner in order to be considered for this position.

Please submit the latest version of your CV to be considered for this opportunity.