Job Information

A well established network of Yorkshire based firms is looking for an experienced Paraplanner to join their Leeds office due to their continued levels of success. Experience in the following is required:

• Preparation of files for existing client review meetings
• Preparation of Fact Finds
• Submission of suitability letters using approved guidance notes
• Being able to complete replacement business from start to finish, again using the preapproved guidance notes
• Close contact with third party providers including obtaining personalised illustrations, key features documents and application forms
• Organising letter of authority to third party providers in order to obtain necessary ceding scheme information


This position is within a growing business who are enjoying new business wins, and for this reason opportunities for professional development will occur.

Due to the calibre required for this position it is strongly urged that candidates without experience of the above do not apply.

If you are interested in this position please apply within and one of our consultants will be in touch.