Trainee Paraplanner / Report Writer

  • Location:

    Leeds, West Yorkshire

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £22000 - £30000 per annum + benefits,exam support,training,parking

  • Contact:

    David Elders

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Startdate:


Report Writer - IFA
Leeds (outskirts)
£22,000 - £30,000 basic salary plus flexi-benefits, free parking, exam support

A successful Financial Advisor firm based on the outskirts of Leeds are looking for a Report Writer / Trainee Paraplanner to join their organisation.
Due to expansion in business levels I am looking for a support individual from an IFA background to join the company and provide an important function in supporting the Advisors within the business.
The successful applicant will already have experience within an IFA/Wealth Management organisation providing technical administrative support including suitability report writing.

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 / 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 a supportive and positive environment and receive a competitive salary package alongside free on site parking. You will work with varied and challenging clients and cases.

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.