Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click


  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £30000 - £45000 per annum, Benefits: Bonus, Pension, Flexible working hours

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Startdate:


Paraplanner, Leeds, Salary up to £44,000 dependent upon experience, and attractive benefits package, including Bonus

BWD are pleased to be working with one of the most well established and well respected Wealth Management firms in Leeds, who are looking to recruit a Paraplanner, in order to enhance their growing team.
They offer a greater level of client contact, and deal with a variety of more interesting work.
This is a team of professionals who are incredibly hardworking, and are very welcoming and work incredibly well together.

On a daily basis you will be:

  • Assisting the office in managing clients’ planning needs and solutions
  • Developing a relationship of trust with clients
  • Strengthen client relationships and keep detailed meeting notes of key issues discussed
  • Responsible for the timely drafting of client advisory letters to be signed off by the relevant authorised individuals

In order to apply you will need to have:

  • Worked as and have experience as a  Paraplanner
  • Hold the Level 4 diploma or be working towards it
  • Although highly experienced Paraplanners with no qualifications will also be considered
This is a fantastic opportunity with a quality firm, please call Helen Spriggs on 0113 4260775