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Exciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in Leeds.
Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Research. Exposure of dealing with HNW an UHNW private clients required.
Basic salary up to £35,000 with excellent benefits. You will DipPFS ideally. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role.
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