Horsforth, Leeds based Head Office but hybrid working available.
Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.
This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as part of a fast paced, friendly team, you will prepare written advice and provide technical support to a team of Independent Financial Advisers.
Analysing a client’s objectives and circumstances to identify holistic financial planning needs and opportunities. Undertaking high quality technical research and administrative tasks to support to our team of Advisers.
Helping to develop the company’s templates, processes and procedures along with participating in ad-hoc projects as and when required.
In depth knowledge of pensions, investments and protection within both private and corporate client wealth management advice.
IT skills including confident use of Microsoft Office, Intelligent Office, FE Analytics, Dynamic Planner, CashCalc and Iress Exchange.
Competitive salary (details on request)
~ Enhanced pension contributions (5% employee, 7% employer)
~ Private healthcare
~ Wellbeing allowance (for use towards health and lifestyle costs)
~25 days annual leave + bank holidays (+ option to buy/sell up to 5 additional days)
~ Annual salary reviews
~ Recently modernised office with on site gym, showers, personal trainers, wellbeing library and more
~ Frequent social events
~ Volunteering leave allowance
~+ Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers.
Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.
Today, the business is proudly managed by the third generation of Bartletts, acting for businesses, charities and individuals across the UK – from regional manufacturing firms to large financial institutions. Our private clients include families we have worked with for generations.
And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. No agencies are currently working on this role.
Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.