Paraplanning Support Role
3 days ago
A key member of our team will be responsible for providing paraplanning support to our Financial Advisors in Leeds.
This role offers an exceptional opportunity to work with experienced advisors, develop your skills, and build a successful career in financial services.
Key responsibilities include:
- Supporting Financial Advisors in conducting research and preparing client reports.
- Analysing client portfolios and identifying areas for improvement.
- Preparing comprehensive financial plans and recommendations.
- Ensuring compliance with FCA regulations.
Our ideal candidate will possess excellent communication skills, attention to detail, and a commitment to delivering outstanding results.
Salary: up to £60,000 per annum. Location: Leeds, UK.
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