Paraplanner
Location: Primarily remote with occasional meetings in LeedsSalary: Up to £50,000, plus benefits and annual company bonus, negotiable based on experienceContract: Full-time
The company:
Our client is the Wealth Planning arm of an international financial services group. The team focuses on delivering tailored financial planning solutions to HNW private clients. They have national coverage, but have the benefit of being a smaller, close-knit and high-performing team within a much larger organisation.
About the Role:
Are you a dedicated and detail-oriented Paraplanner ready to make a meaningful impact? Join our client's esteemed Private Wealth Team and play a vital role in delivering personalized financial planning solutions. This position offers a unique blend of remote work flexibility with periodic team meetings in Leeds, allowing you to contribute effectively from home while staying connected with your colleagues.
What You’ll Do:
As a Paraplanner, you will:
1. Prepare tailored, client-centered technical advice reports.
2. Collaborate closely with the Financial Planners and Administrators to create seamless client experiences.
3. Conduct in-depth research using various financial tools to develop bespoke solutions.
4. Stay informed on industry trends, confidently addre...