Paraplanner

Our client, an award winning firm of financial planners based in Leeds, is looking to appoint an experienced Paraplanner to join their team on a permanent basis. Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients. The Role Prepare and tailor high-quality suitability reports based on adviser recommendations Conduct in-depth research across a range of financial prod…