• Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £30000 - £40000 per annum + flexible working, great benefits

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Published:

    24 days ago

  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

West Yorkshire (predominantly home working with 1/2 days per week in the office as required)
£30,000 - £40,000 (fully negotiable depending on experience and qualifications) plus comprehensive benefits

An excellent new opportunity has arisen to join a highly successful IFA in a Paraplanner position supporting the hugely successful Financial Advisor team.

The role will be providing full technical paraplanning support to a top performing IFA within the practice. The role will include technical research and report writing in respect of HNW investments, pensions, tax, trusts and inheritance planning. This will be an extremely varied role with fantastic progression and development potential. You would be expected to have a very analytical mind and be able to take a unique approach to each case to ensure a genuinely personalised service is offered to each client.

This is an excellent opportunity for individual looking to become part of a successful firm and add genuine value to the business. Full support will be provided to attain additional industry qualifications but we are ideally looking for someone who is a minimum of Diploma level 4 qualified. My client is looking for a candidate who has been undertaking a similar role working within an IFA or wealth management firm but who is now in position to take the next step into a role that is more than just basic paraplanning. With this in mind a salary of anything from £30,000 - £40,000 (more for exceptional candidates) is on offer and this is an opportunity not to be missed. There is also modern offices, free onsite parking, excellent benefits and friendly and successful colleagues who are all working to the same goal of providing the best offering in the market

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.