Trainee Paraplanner
other jobs Taylor James Professional Recruitment
Added before 3 hours
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £28,000 - £34,000 per annum
Job Description:
Our client, a prestigious firm of financial planners in Leeds are looking to appoint a Trainee / Junior Paraplanner.
Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
*Working closely alongside the Advisers and senior Paraplanners
*Attending client meetings
*Preparing basic suitability reports
*Research & analysis of financial products to meet client requirements
*Preparing recommendations & implementing client recommendations
*Administrative duties
The Person:
*IFA administration experience (essential)
*Working towards L4 diploma (desirable)
*Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
*Working closely alongside the Advisers and senior Paraplanners
*Attending client meetings
*Preparing basic suitability reports
*Research & analysis of financial products to meet client requirements
*Preparing recommendations & implementing client recommendations
*Administrative duties
The Person:
*IFA administration experience (essential)
*Working towards L4 diploma (desirable)
*Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Job number 3429013
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Company Details:
Taylor James Professional Recruitment
Company size: 5–9 employees
Industry: Recruitment Consultancy
Taylor James is a specialist recruitment partner to the financial services industry. Our tailored approach enables us to source the highest calibre of...