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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.
Ou
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective. What a
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
Benefits: 25 days holiday plus stats, 5%
Due to continued success, our clients, an independent practice in West Yorkshire, are looking to recruit a Paraplanner to join their team in the Leeds area.
This is a diverse role working within a great team and will see the successful individual be offered a generous salary plus a range of benefits.
The successful Paraplanner will be offered:
£35,
Paraplanner
Leeds
c. £40,000, plus bonus and benefits
Duties and responsibilities include:
Prepare Financial Plans, Suitability Reports and Letters.
Cash flow modelling and forecasting.
Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
As
Paraplanner
Wakefield
c. £35,000 subject to experience
We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available. Our clients main focus is on providing a high quality financial planning service to their clients.
Responsibil
This role is best suited for you if you are already within a financial advisory practice, and have exposure to paraplanning, but want to obtain more experience. You will either have started your journey towards attaining your level 4 diploma in financial services, or perhaps have already achieved this. For those who wish to become an adviser, you’
My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers. You will be resp
Job Source: Lime People Search & Select Ltd
Paraplanner
Wakefield
We are seeking a talented paraplanner to join our client's growing Paraplanning Department. Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability reports, they also offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
The salary for this Paraplanning role is up to £38,000 + Benefits
Purpose of the Role:
Work closely with the Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner(s).
Assist the Paraplanning Supervisor and Investment Committee with maintaining centrally held research for the firm’s Central Investment Proposition
Maintain accurate information within the firm’s Client Management System.
Specific Responsibilities:
Act as a 'point of contact’ within the office for nominated Financial Planners, ensuring that their cases are logged within the team and providing regular updates on the stage each case is at.
Preparing and maintaining client files.
Preparing compliant suitability reports.
Completion of annual suitability review letters in a timely and accurate manner.
Conducting research on ad-hoc withdrawals of plans to assess suitability.
To be Considered:
Experience Paraplanning and crafting suitability reports for Pensions and Investments