Job Description

With excellent training and guidance, this role will provide and build a great foundation for those wanting development into paraplanning and advising in the future.

Duties include:

• Processing new applications
• Liaising with providers
• Answering client queries
• Assisting the Wealth Planners with their cases
• Analysis and preparation for technical queries

What's in it for you?

• Extremely Generous Salary
• Discretionary Bonus Scheme
• 25 Days holiday + Bank Holidays
• Company Pension
• Private Medical Insurance
• Excellent Training and Development
• Study Support to Complete Level 4 Diploma
• Immediate Start Available!

Required Knowledge, Skills, and Abilities

A Degree in a Financial based subject ideally 2:1 or above. A passion for a career in financial planning. Strong organizational, analytical and communication skills. Ideally already working towards CII Level 4 Diploma but this is not essential. The ability to travel between offices in Leeds and Skipton.