• Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £30000 - £40000 per annum + comprehensive benefits, exam support

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

Commutable from York / Harrogate / Wetherby / Leeds
£30,000 - £40,000 (negotiable for more depending on experience and qualifications) plus training, flexi-benefits, free parking, company bonus

An excellent new opportunity has arisen to join a highly successful IFA firm in a Paraplanner position supporting the hugely successful Advice
team. The role will be providing full technical paraplanning support to the Principle Director and IFA within the practice. The role will include technical research and report writing in respect of HNW investments, pensions, tax 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 affluent 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 through to Chartered status. My client is looking for a candidate who has been undertaking a similar role working within an IFA or wealth management firm and experience (or strong practical understanding) of cash-flow modelling is required.
With this in mind a fantastic 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 free parking, flexible working including home working, lovely offices, 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.

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.