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Paraplanner Leeds

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £28000 - £45000 per annum, Benefits: 24 Days Holiday, Pension, Bonus

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Paraplanner Leeds  - Salary very much dependent upon experience and level of qualifications. Some excellent benefits.

BWD are delighted to be working in partnership with an expanding and forward thinking Financial Services company, based in Leeds City Centre, who are looking to recruit an enthusiastic and hardworking individual to join their Paraplanning team.
Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?
Are you a Paraplanner, and do you feel as though your talents aren't particularly valued with your current firm, please do not hesitate to speak to 
As a successful individual for this Paraplanning role, you should have experience of complex report writing and conducting whole-of-market product research
As well as the ability to make client service and quality a top priority, whilst ensuring accuracy and compliance with the Financial Conduct Authority.
As a Paraplanner you would be working in a quality environment, as part of a productive, high performing team to provide full support to the Advisers.
Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. 

Our client is particularly interested in talking to you if you have:
A proven track record in providing suitable holistic financial advice 
Can show proficiency in complex report writing
Experience liaising with third party providers
CII Diploma in Financial Planning or Regulated Financial Planning or you are working towards attaining the CII Diploma
A proven track record in delivering first-class client service
Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

In return you will have the opportunity to have your talents recognised, and receive a competitive salary commensurate with your experience, as well as a whole host of delightful benefits including: 

·         24 holidays 
·         Duvet Days
·         Company Pension scheme
·         Private Health care
·         Group Income Protection
·         Life Assurance
·         Childcare Vouchers
·         Eye Care Scheme
·         Bike to Work Scheme
·         Full support  with professional qualifications
·         Career progression available
          Descretionary Bonus

If you are a Paraplanner looking for your next, exciting venture please contact Helen Spriggs on 0113 4260775 or email me at apply.a33wmm6qd0@bwd-search.aptrack.co