🌟 We’re Hiring: Paraplanner 🌟
Clarity Wealth Limited is an energetic, professional, and happy team passionate about helping our clients achieve their financial goals. As a growing business, we offer ongoing career opportunities and personal development in a supportive, collaborative environment.
We are seeking a Paraplanner to join our dynamic team in our stunning new office at Beechwood House, Roundhay, Leeds. This historic property has been newly refurbished to provide a fantastic working environment that blends modern facilities with beautiful surroundings, offering a truly inspiring place to work. The role also offers the flexibility to work from home part of the week, ensuring a great work-life balance.
Why Join Clarity Wealth Limited?
- Fantastic Location: Beechwood House is located in the heart of Roundhay, surrounded by green spaces and excellent amenities. It’s a place you’ll love coming to work.
- Flexibility: Enjoy a hybrid working model with the option to split your time between our amazing office and home.
- Career Development: We’ll pay for your exams to achieve Chartered or Certified status and provide a close support structure for your growth.
- Collaborative Environment: Work closely with advisers and administrators in the whole advice process, with opportunities to develop technical and client-facing skills.
- Rewards & Benefits:
- Discretionary annual bonuses (paid every year to all staff to date).
- Death in service cover of 4x salary.
- Pension provision.
- Company events, financial planning services, and employee discounts.
- Workplace Culture: We take pride in our close and friendly approach with both clients and colleagues, ensuring you feel valued and supported.
Your Role:
- Analyse existing financial products, research suitable solutions, and prepare recommendations through complex report writing.
- Conduct research on providers and investments while managing the entire process from initial client meeting to implementation.
- Use financial planning tools and software, including financial modelling.
- Handle adviser requests, client service requests, and administrative duties.
- Offer technical expertise in investment planning, pension crystallisation, compliance, and personal taxation.
What We’re Looking For:
- Ideally Diploma Level 4 qualified, with a desire to achieve Chartered or Certified status.
- Minimum 2 years’ experience in a similar role (preferred).
- Strong technical financial knowledge, including personal taxation, whole-of-market product research, and complex report writing.
- Self-motivated and able to work independently to achieve agreed outcomes.
- This role may also suit an existing financial adviser looking to transition.
Salary: £35,000–£45,000 per year, with bonuses and additional benefits.
Schedule: Full-time, Monday to Friday, with flexibility for hybrid working.
Location: Beechwood House, Roundhay – A fantastic new office combining modern facilities and beautiful surroundings. You must be able to reliably commute or plan to relocate before starting.
If this sounds like the perfect opportunity for you, we’d love to hear from you! Please send your CV along with a covering letter detailing your experience and why you’d be a great fit for this role to service@claritywealth.co.uk.
NO RECRUITMENT AGENCIES PLEASE.
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