Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Adviser Location: Leeds - Office Based Salary:£40,000 - £45,000, depending on experience Benefits: 5 weeks'' holiday plus bank holidays 4.5% employer pension contribution Private Medical Insurance after probation Free on-site parking Monday to Friday, 9am-5pm, with flexibility to work 8am-4pm Excellent career progression into a Trainee Adviser position About the Company: An established, small and friendly financial services firm based in Leeds is looking to appoint an experienced Level 4 qualified Paraplanner to join their close-knit team. This is an excellent opportunity for a Paraplanner who is looking to take the next step in their career and progress towards becoming a Financial Adviser. The successful candidate will continue to undertake Paraplanning responsibilities while receiving the opportunity to develop their knowledge and experience as a Trainee Adviser. Key Responsibilities: Provide high-quality Paraplanning support to the Adviser and wider team Prepare suitability reports, financial analysis and recommendations Assist with pension, investment and protection-related cases Support the Adviser with the management and servicing of an established client bank Assist with new business processing and ongoing client reviews Conduct research and analysis to support financial planning recommendations Liaise with product providers and other third parties Ensure all client ..... full job details .....