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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 LtdCranleigh Personnel
Leeds
Paraplanner Based Leeds Salary: £33,000 - £40,000 Are you a Part or Diploma qualified Paraplanner who is looking for your next move? Are you looking to work with an Adviser so you can build and develop strong relationships with the clients? Do you feel that you are not using your technical skills as much as you should be? Would you like to work in
Job Source: Cranleigh PersonnelOval 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 RecruitReward Recruitment
Knaresborough
Paraplanner (will consider a trainee paraplanner also) Knaresborough £30,000 to £40,000 plus benefits and annual bonus Our client is an expanding Independent Financial Services and Employee Benefit Consultancy business, who are going through a period of growth. They offer effective and bespoke advice and are committed to forming valued and robust r
Job Source: Reward RecruitmentCB3 Associates Ltd
Leeds
The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team: Office Location: Guiseley, North Leeds Hybrid/Home Working: 100% office based Package: £34-37k base DOE + bonus & full company benefits Benefits: Standard contributory pension, death in service
Job Source: CB3 Associates 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 RecruitmentLeeds
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
Your main duties as a Paraplanner will include:
Understanding the financial planning process
Undertake research and analysis both independently and with the Financial Planner to identify suitable solutions to meet client needs and objectives
Prepare cash flow plans with the Financial Planner using the cash flow planning tool Voyant
Write and tailor high quality suitability reports based on discussions with the Financial Planner
Produce accurate and compliant client records using our back-office system
Identify and discuss any discrepancies of the client file with the Financial Planner
The ideal candidate will have the following experience & qualifications:
Minimum Level 4 CII Diploma in Regulated Financial Planning qualified
3+ years experience as a Paraplanner
Understand the financial planning process
Knowledge of FE Analytics, Voyant, Defaqto engage, Selectapension and Intelligent Office would be advantageous
A great salary and benefits are offered along with the possibility of carer progression with a stable nationwide firm.
Paraplanner jobs in Leeds
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