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.
Providing a full Financial Planning service to both individuals and businesses.
Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
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.
Providing a full Financial Planning service to both individuals and businesses.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and progress to a permanent paraplanning position.