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Are you an experienced Paraplanner looking to take the next step in your career? An exciting opportunity has arisen within a dynamic and highly professional wealth management team based in Leeds.
We're looking for a driven and knowledgeable Paraplanner to support Financial Planners and Advisers in delivering high-quality financial advice to a wide range of clients, including high-net-worth individuals.
Key responsibilities:
* Analyse client objectives to create tailored financial solutions
* Prepare comprehensive and accurate financial reports to assist Advisers
* Collaborate with Planners to ensure advice meets regulatory standards
* Support business development efforts and contribute to team growth
* Help develop best practices to ensure exceptional client service delivery
About you:
* Proven experience in paraplanning or a similar technical role
* Strong knowledge of financial planning across a broad range of topics
* Excellent analytical and communication skills
* Experience working with high-net-worth clients is advantageous
* Level 4 diploma qualified. Studying towards or level 6 chartered qualification beneficial
What's on offer:
* A collaborative and supportive team environment
* Opportunities to work on complex cases with high-calibre professionals
* Support for continued professional development and career progression
* Flexible working options
* A chance to make a lasting impact in a respected and growing team
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