Posted by Lime People Search & Select Ltd • £24K/yr to £28K/yr
Providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
Screen and direct phone calls, distribute correspondence and responding to queries
You will be acting as the primary point of contact for both internal and external stakeholders, managing communications, schedules, and various administrative tasks.
If you're looking for an Executive Assistant role in central Wetherby, this role could be a great fit.