Paraplanner - Part Qualified

4 days ago


Leeds, United Kingdom mbf. Full time

**Paraplanner - Leeds (Flexible working) - Salary negotiable to £33,000 - Part Qualified or Junior Paraplanners should apply**

MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team

**The role**

In this role you will be required to -- Work with Senior Financial Planners to provide technical support
- Prepare detailed recommendations & write bespoke financial planning reports
- Liaise with HNW & UHNW clients

**Requirements**:

- To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role
- Previous report writing experience is essential
- You will also need be Diploma qualified or studying towards this
- Experience using Intelligent office is desirable

**On Offer**
- Basic salary of up to £33,000 plus company benefits
- Work from home up to 3 days per week after probation
- Study support
- Opportunity to progress within a National organisation


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