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Burgh Recruitment Limited
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. Ou
Job Source: Burgh Recruitment LimitedBurgh 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 LtdLime 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 WealthReward 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 RecruitmentNJR 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 RecruitmentOval Recruit
Wakefield
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
Job Source: Oval RecruitCB3 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 LtdHuddersfield
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with their Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Office Location: Huddersfield
Hours: Monday - Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Benefits : 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
Specific Responsibilities
The key duties of the role are:
• Writing Financial Planning Reports that our Planners present to clients.
• Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
• Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries.
• Arranging for plans to be submitted to provider companies.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Preparation of client review packs.
• Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all company and industry guidelines, rules and regulations.
• Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Role Requirements
• Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
• Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
• A reliable individual who has the ability to manage and prioritise workloads.
• Outstanding communication skills at all levels.
• Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
• Analytical and problem-solving skills.
• Experience of working as part of a team.
• Excellent organisational and multi-tasking abilities are essential.
• Flexibility/ adaptability to cope with change.
• Confident with IT and office software packages Word, Excel, PowerPoint.
Email Alert for Paraplanner jobs in Huddersfield
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