Paraplannerat TEMPLEGATE RECRUITMENT LIMITED
TTEMPLEGATE RECRUITMENT LIMITEDLeeds
LeedsFull-timeOn-sitePermanent
annual salary£40,000 – £45,000per year
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?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Templegate Recruitment as a Paraplanner in Leeds and elevate your career in financial services. With a competitive salary and a supportive team, this role offers you the chance to make a real impact while enjoying generous benefits.
what you'll get
generous holiday5 weeks plus bank holidays
private medicalInsurance after probation
pension scheme4.5% employer contribution
what you'll be doing
1Client AssessmentsConduct thorough client assessments to understand their financial needs.
2Report PreparationPrepare detailed reports and recommendations based on client data.
3CollaborationWork closely with financial advisers to develop tailored strategies.
4Market ResearchStay updated with market trends to provide informed advice.
what you'll need
experienceRelevant experience preferred
hoursFull-time
startASAP
CommunicationAnalyticalAttention to detailFinancial knowledgeTeam player
TEMPLEGATE RECRUITMENT LIMITED is hiring a Paraplanner in Leeds. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.