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Paraplanning Professional

2 months ago

Leeds, Leeds, United Kingdom Aspire Executive Search Full time

Paraplanner Hybrid Working Opportunity

We are seeking a skilled Paraplanner to join our team in West Yorkshire, offering a salary and package worth up to £45,000 (dependent upon experience) and opportunities for progression.

This role would be ideal for a career-minded individual looking to support a rapidly growing team and contribute to the success of a thriving business.

Main Responsibilities:

  • Support financial planners in delivering bespoke solutions to clients as part of the financial advice process
  • Collate and interpret client information to contribute to the formulation of suitable strategies
  • Prepare suitability reports reflecting proposed strategies
  • Manage client relationships and communicate effectively
  • Liaise with advisers on a regular basis to work on cases and provide updates

Requirements:

  • Good knowledge across all advice areas (investment, pensions, protection)
  • Excellent interpersonal and communication skills
  • Good understanding of the financial planning process

Aspire Executive Search is a leading recruitment agency, and we are committed to finding the best talent for our clients. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply.

Key Skills:

  • Paraplanning expertise
  • Financial planning knowledge
  • Excellent communication skills
  • Ability to work in a team

What We Offer:

  • Competitive salary and package
  • Opportunities for progression
  • Hybrid working arrangement
  • Supportive team environment