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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 LtdMedlock Partners Limited
Brighouse
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 Fin
Job Source: Medlock Partners LimitedLime 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 LtdCB3 Associates Ltd
Leeds
The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant/Trainee Paraplanner to their Central Leeds office. A truly independent, private wealth focused financial advice firm offering an opportunity to develop into paraplanning work: Office Location: Central L
Job Source: CB3 Associates 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 RecruitmentResource Matters Ltd
Leeds
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 un
Job Source: Resource Matters LtdLeeds
Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
Working closely alongside the Advisers and senior Paraplanners
Attending client meetings
Preparing basic suitability reports
Research & analysis of financial products to meet client requirements
Preparing recommendations & implementing client recommendations
The Person:
IFA administration experience (essential)
Diploma Level 4 or working towards (desirable)
Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Trainee Paraplanner jobs in Leeds
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