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Burgh Recruitment Ltd
Leeds
Paraplanner Location - Leeds (West Park) LS16 Salary - £23,000 - £30,000 + Bonus (Dependent upon experience) Hours - Full time, In Office We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplanning or be a graduate looking for the next step in your career. O
Job Source: Burgh Recruitment LtdReward Recruitment
Wakefield
PARAPLANNER WAKEFIELD c.£40,000 basic (DOE), plus basic and benefits Our client is an Independent Financial Planning firm with offices in Wakefield. They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor. The rol
Job Source: Reward RecruitmentLime People Search & Select Ltd
Wakefield, West Yorkshire
My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Par
Job Source: Lime People Search & Select LtdRecruit Wealth
Huddersfield
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created
Job Source: Recruit WealthMedlock Partners Ltd
west yorkshire
Paraplanner salary up to £38,000 Wakefield based. Hybrid working X2 Death in service Medical cashback Exam support + Funding Christmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an experienced team of Pa
Job Source: Medlock Partners LtdCB3 Associates Ltd
Leeds, England, United Kingdom
The Company: A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team. Location: Central Leeds Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full com
Job Source: CB3 Associates LtdNJR Recruitment
Wakefield
Paraplanner Wakefield £27,000 - £38,000 NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in Wakefield. Our Client is looking for an experienced Paraplanner to join their ambitious, expanding and technically astute technical team. As a Paraplanner you will be building on
Job Source: NJR RecruitmentCB3 Associates Ltd
Wakefield, England, United Kingdom
The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits 25 days holiday plus stats, 5% pension
Job Source: CB3 Associates LtdWakefield
Paraplanner -
Wakefield area - £35,000 - £42,000
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors. The role will provide an opportunity to be involved in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
Working in a friendly stable office environment this key role will include
Researching, analysing and producing reports in line with the clients requirements and expectations.
Conduct high quality fund research.
Writing Financial Planning reports for the advisors to present to clients.
Review clients existing arrangements, obtain information from clients and act as a point of contact for client enquiries. Produce illustration requests or any other information clients may require.
Work on complex cases, providing extensive reports and commentary notes for discussion / presentation to the client.
Develop your all round knowledge of solutions across investments, pension, IHT, estate, and tax planning
Organise and manage your own workload, working to deadlines.
This is an excellent opportunity to join a strong practice who will invest in your knowledge and provide a positive stable working environment.
To apply for the position, you should have previous paraplanning experience, strong technical knowledge of Investment & pension products and preferably be diploma qualified.
For more information, please contact Richard Garbett.
Email Alert for Paraplanner - jobs in Wakefield
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