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Switch Recruitment
,
Leeds, West Yorkshire
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
Our client, one of the UK's fastest growing Wealth Management and Employee Benefit Groups, currently requires a Paraplanner to join their private client IFA division following continued growth. Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well as attending client meetings where needed), preparing client reports / suitability letters / pension transfer analysis reports, Handling technical client queries etc. Candidates need to ideally be educated to degree level and be Level 4 / Diploma qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality. In return our client is looking to offer a competitive basic salary of £30-40k as well as an excellent benefits package.