img
Permanent

Developing Paraplanner

Leeds
money-bag 30000.00-30000.00 Annual
3085440443
Posted 1 week ago

The Company: A hugely client-centric, family feel wealth management firm based in Central Leeds who are looking to bring in a Financial Planning Assistant/Developing Paraplanner to further expand their technical support team. As an independent firm with a key specialism in providing advice to clients in receipt of legal settlements, personal injury and medical negligence it''s a fantastic opportunity for someone who wants to embed themselves in a client-focused, specialist advice business environment. Office Location: Central Leeds Working Setup: Hybrid - 3-days office and 2-days WFH Package: £30-34k base DOE + annual bonus and full company benefitsKey Benefits: Contributory pension, 4xDIS/Life cover + full CII study supportHolidays: 25 days holiday + statsThe Role: A research and report writing focused role with surrounding adviser support duties in and around that. This includes:Product researchParaplanning and suitability report compilationPreparing client review pack for client meetingsObtaining quotations/valuationsDealing with product providers and managing relationships accordinglyManaging client relationships and being the first point of contact for technical queries as requiredDatabase managementAssistance with client business development and marketing materialsThe Person: This is an ideal role for someone looking for a genuinely client-centric advice firm where you can be heavily involved in key client/family relationships, as well as being at the forefront of the c

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!