Job Information

A national leader within the IFA field are looking to add a qualified Paraplanner to their Central Leeds offices. This is a fantastic opportunity to join a prestigious Financial Planning Practice, in a role that can definitely lead to an advisory position.

The ideal candidate will be as follows:

• At least halfway to becoming DipFA Qualified
• Strong academic background, preferably with a numerical based degree
• 3 years’ experience as an paraplanner or PA to an IFA at a chartered IFA firm/consultancy rather than a bank/provider
• Have experience writing bespoke valuation reports and suitability letters and producing high-level research
• Experience in submitting and processing new business as well as outting together portfolios
• Strong technical knowledge of pensions, life and investment products
• Experience using wrap platforms and back office systems such as Avelo or XPLAN
• Interested in roles which would support progression to advisor level
• A keen eye for detail and administrative experience


If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

With a fantastic salary structure between £25000-35000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

Please apply either within and a consultant from Cameron James will be in touch.