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Hybrid Paraplanner & Admin IFA Firm

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Lime Search & Select Ltd
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
  • Administrative/Clerical
Job Description & How to Apply Below
Position: Hybrid Paraplanner & Admin for IFA Firm
A financial advisory firm based in Leeds is seeking a hybrid Paraplanner/Administrator to support Financial Advisers. Responsibilities include producing suitability reports, conducting investment research, and managing client communications. Ideal candidates will have 1-3 years of experience in a similar role and be pursuing qualifications in Financial Planning. The role includes a competitive salary and a hybrid working arrangement after training.
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