Job Information

Working in partnership with an expanding Financial Advisory Practice, I am currently recruiting for an experienced paraplanner to join a smaller support team within their office in North Leeds, just outside the centre.

As a Paraplanner you will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Fund/Product Research
• Preparing and Implementing Recommendations
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days

The successful Paraplanner must have worked within a Financial Planners doing a similar role and ideally have the Level 4 Diploma in Financial Advice.

In return you will receive a salary of up to £45,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong.


by email simon.wong@cameron-james.co.uk, telephone 0161 638 8627 or APPLY online at www.cameron-james.co.uk