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NJR 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 RecruitRecruit 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 WealthBurgh 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 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 RecruitmentMedlock 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 LtdBurgh Recruitment Limited
leeds, west yorkshire
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 LimitedWakefield
£ 35000 - 40000/annum 35-40k +bens
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 Paraplanning team. The role of a paraplanner at the firm is quite report and research orientated, focusing on the more ‘technical’ aspects of the job. They have separate administration teams for processing new business and dealing with wider administrative tasks.
The role would be suitable for a career focused Paraplanner, a Paraplanner looking to move into Advice in the future, someone looking to develop a further career within Training & Competence or Compliance or someone considering a role within Investment Portfolio Management.
We are ideally seeking full Level 4 Diploma qualified candidate (CII preferred), with 1+ years experience in a Paraplanning role for an Independent Advisory firm, the ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc). It would be to your advantage if you are wanting to continue studies to Level 6 Chartered qualification, or if you have experience with Intelligent Office and / or experience with platforms such as Aegon, Aviva and Quilter and if you've had previous exposure to DFM solutions.
A great salary is off...
Email Alert for Paraplanner jobs in Wakefield
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