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Resource 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 LtdLime People Search & Select Ltd
Leeds
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
Job Source: Lime People Search & Select LtdCB3 Associates Ltd
Leeds
The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition. Office Location: Central Leeds Hybrid Working: Yes - 4 days office | 1 day WFH Package: £32-4
Job Source: CB3 Associates LtdReward Recruitment
Leeds
Paraplanner Leeds £35 to 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.
Job Source: Reward RecruitmentAlderley Park Recruitment
Huddersfield
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with their Financial Planners by providing technical support in the process of servicing thei
Job Source: Alderley Park RecruitmentMedlock Partners
West Yorkshire
Job Description 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 ex
Job Source: Medlock PartnersMedlock Partners
West yorkshire, England, United Kingdom
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 PartnersRecruit UK | Certified B Corp™
Huddersfield, ENGLAND, United Kingdom
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, special
Job Source: Recruit UK | Certified B Corp™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% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package
Bonus: Discretionary - Paid annually
The Role: Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include:
Checking of Fact Find Information to ensure it meets FCA requirements
Assisting with the identification of demands and needs and possible solutions
Checking assessment to investment risk and capacity for loss
Carrying our research on existing arrangements
Carrying out whole of market research on products meeting clients’ needs and objectives
Preparation of full client recommendations and subsequent suitability reports
Communicating with clients and providers
The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for:
Required: Minimum QCF Level 4 diploma qualified
Required: 1+ years’ experience in a paraplanning role for an independent advice firm
Required: Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc)
Preferred: Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk
Paraplanner jobs in Wakefield
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