Outsource
Leeds, UK
Paraplanner Leeds (Hybrid - 2 days from home)£40,000 - £50,000 basicOutsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds. This is an excellent opportunity to become part of a dynamic team at an exciting stage of development. Over the next five years, there will be significant opportunities for individuals who are eager to demonstrate their ability and progress their careers.The Role You will support a busy team of Financial Advisers in delivering a high-quality service that exceeds client expectations and enhances the firm's reputation. Key Responsibilities Manage client requests and tasks efficiently, ensuring a professional and positive client experience Undertake complex client-specific analysis, including CGT assessments, IHT evaluations, and target funding calculations Conduct technical research and prepare detailed suitability reports following client reviews Support the administration...
