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Paraplanner

  • £30000 - £40000 per annum, Benefits: Holidays, Pension, Bonus, Parking

  • Ref

    HS10017

  • Contact Name |Helen Spriggs

Paraplanner, Leeds, Salary up to £40,000 and attractive benefits package, including parking
 

BWD are pleased to be working in partnership with one of the most well established and well respected Wealth Management firms who are based in the Leeds area, and are looking to recruit a Paraplanner, in order to enhance their growing team.

This is a firm who can offer true development and a career path.
They also offer a greater level of client contact, and deal with a variety of more interesting work.

On a daily basis you will be:

• Assisting the office in managing clients’ planning needs and solutions
• Developing a relationship of trust with clients
• Attending client meetings in order to gain a broad understanding of the advisory process
• 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:

Familiarity with the fund management, professional advisory, IFA or life company industry

An experienced Paraplanner
Hold the Level 4 diploma or be working towards it
Experience of working within the financial services sector, ideally for a wealth management firm or financial advisory practice with HNW client base.

 
This is a fantastic opportunity with a quality Wealth Management firm, please call Helen Spriggs on 0113 4260775

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CONTACT US 0113 274 3000