The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
General
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working.
The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant/Trainee Paraplanner to their Central Leeds office.
A truly independent, private wealth focused financial advice firm offering an opportunity to develop into paraplanning work:
The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background.
An ambitious firm currently looking to grow both organically and through acquisition.