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Lime People Search & Select Ltd
Harrogate
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new produc
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new product
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new produc
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Huddersfield
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 LtdFinlink Ltd
Leeds
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’
Job Source: Finlink LtdCB3 Associates Ltd
Leeds
Job Description The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition. Location: Central Leeds Working: Yes – 4 days office | 1 day WFH Package:
Job Source: CB3 Associates LtdOrtus PSR
Wakefield
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
Job Source: Ortus PSROrtus PSR
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 Comm
Job Source: Ortus PSRLeeds
Our Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process.
Main duties include: -
Supporting Consultants in preparing accurate financial plans and suitability reports.
Supporting the Consultants in research and analysis to meet client needs and objectives.
Have a full understanding of financial planning.
To provide support, where needed, to other team members.
Ensuring that any business conducted is done in a responsible and compliant manner.
The Candidate Criteria
Excellent understanding of the financial planning process.
Experience working in a Paraplanning role.
Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it
Flexible and able to deal with a multitude of and able to prioritise workloads.
Rewards
A competitive and negotiate salary based on experience.
A range of employee benefits
Our client has a friendly and supportive environment
Paraplanner jobs in Leeds
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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