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CB3 Associates Ltd
Wakefield
The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes - 50:50 split Package: £32-37k base DOE + bonus and full company benefits Benefits: 25 days holiday plus stats, 5%
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 PSRRecruit UK
Huddersfield
Recruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm. This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, speciali
Job Source: Recruit UKMedlock Partners Limited
Wakefield
Wakefield based. Hybrid working X2 Death in service Medical cashback Exam suppor Paraplanner salary up to £38,000Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. Th
Job Source: Medlock Partners LimitedLime 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 LtdReward Recruitment
Wakefield
Paraplanner Wakefield c. £35,000 subject to experience We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available. Our clients main focus is on providing a high quality financial planning service to their clients. Responsibil
Job Source: Reward RecruitmentReward Recruitment
Leeds
Paraplanner Leeds c. £40,000, plus bonus and benefits Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection. As
Job Source: Reward RecruitmentWakefield
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 Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
The salary for this Paraplanning role is up to £38,000 + Benefits
Purpose of the Role:
Work closely with the Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner(s).
Assist the Paraplanning Supervisor and Investment Committee with maintaining centrally held research for the firm’s Central Investment Proposition
Maintain accurate information within the firm’s Client Management System.
Specific Responsibilities:
Act as a 'point of contact’ within the office for nominated Financial Planners, ensuring that their cases are logged within the team and providing regular updates on the stage each case is at.
Preparing and maintaining client files.
Preparing compliant suitability reports.
Completion of annual suitability review letters in a timely and accurate manner.
Conducting research on ad-hoc withdrawals of plans to assess suitability.
To be Considered:
Experience Paraplanning and crafting suitability reports for Pensions and Investments
Paraplanner jobs in Wakefield
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