• Location:

    Leeds, West Yorkshire

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £25000 - £35000 per annum + comprehensive benefits, exam support

  • Contact:

    David Elders

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:


Paraplanner / Report Writer
Leeds - outskirts
£25,000 - £35,000 basic salary plus various benefits, free parking, exam support, bonus

A successful Financial Planner based on the outskirts of Leeds are looking for a Paraplanner to join their organisation.

Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the Financial Advisors within the business.
The successful applicant will ideally be qualified (or working towards) and you will be given full support to obtain your qualifications up to Chartered by the firm if you so wish. However the main criteria is experience over qualifications.

The main responsibilities within the role include providing accurate and compliant suitability reports, on-going monitoring of recommended structures and providers whilst working closely with the Directors / Independent Financial Advisors.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in an exciting and fast paced environment and receive a competitive salary package.

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

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.