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NJR Recruitment
Elland
Trainee Paraplanner Elland £23,000 - £28,000 Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator to join the team with a view to moving into paraplanning Working out of their offices based near Huddersfield, you will be supporti
Job Source: NJR RecruitmentMedlock Partners
Brighouse
Job Description *** Trainee Paraplanner ****West Yorkshire ****Salary up to £35,000 (Experience dependant) Exam support and Funding 23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent
Job Source: Medlock PartnersLime People Search & Select Ltd
Leeds
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in
Job Source: Lime People Search & Select LtdMedlock Partners
Brighouse, England, United Kingdom
*** Trainee Paraplanner ****West Yorkshire ****Salary up to £35,000 (Experience dependant) Exam support and Funding 23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for pr
Job Source: Medlock PartnersMedlock Partners Ltd
Brighhouse
Trainee Paraplanner West Yorkshire Salary up to £35,000 (Experience dependant) Exam support and Funding 23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing besp
Job Source: Medlock Partners LtdNJR Recruitment
Huddersfield
Trainee Paraplanner Huddersfield £26,000 - £33,000 Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team. Working out of their offices based in Huddersfield, you will be supporting the Financial Planners in preparing client finan
Job Source: NJR RecruitmentBurgh 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 LimitedGCB Recruitment
Leeds
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,
Job Source: GCB RecruitmentBrighouse
Study support
23 days annual leave, rising to 28 after 2 years service
Trainee Paraplanner West Yorkshire Salary up to £35,000 (Experience dependant) Exam support and Funding23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.Duties: Undertaking analysis and proposing solutions for individual clients.
Compilation of research material for individual clients.
Obtain illustrations/quotes for all new business, together with supporting literature.
Liaison with clients, providers, and consultants to obtain required information.
Problem solving on complex cases.
Report writing, ensuring that all compliance matters are covered in the suitability report as per Paradigm/FCA guidelines.
Handling on-going servicing queries on behalf of the advisers.
Establishing and maintaining files and records and ensuring outstanding data requirements are followed up.
Working alongside our advisers.
Telephone answering as and when required.
To meet and greet customers and insurance representatives as and when required.
To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion
Trainee Paraplanner jobs in Brighouse
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