ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Cranleigh 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 RecruitCB3 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 RecruitmentNJR 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 RecruitmentLime People Search & Select Ltd
Wakefield
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 Para
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Leeds
My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning. Due to a 5-year growth plan for the business we are now seeking an additional Paraplanner to join an existing t
Job Source: Lime People Search & Select LtdBurgh 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 LtdHuddersfield
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 responsible for the delivery of written advice / reports, you will provide technical support to Advisers of the firm, ensuring all recommendations are accurate and in line with the needs of the clients.
You will specifically:
Provide relevant advice and compliantly via suitability letters and reports, maintaining agreed productivity levels
Ensure all output including suitability reports meet the minimum compliance standards as set out by the company
Undertake and fully document product and fund research
Obtain up to date information from providers (valuations, withdrawals, charges, transaction histories, etc.)
Obtain forms and documentation (transfer, fund switch, tax free cash, etc.)
Set up clients/create expectations with product providers
Sourcing fund fact sheets & KIIDs
Create and issue Letters of Authority
Ensure fees, costs and charges are being collected correctly, where appropriate
Scan, package and issue reports
Accelerate completion of case work deemed urgent.
Obtain Illustrations, fund fact sheets, KIIDs documents and all related Compliance documentation
Ensure that recommendations are summarised accurately to minimise the risk of execution errors
Maintain CRM software and any document management systems
Other duties as required and requested to ensure the smooth running of the company as a whole.
We are seeking a experienced (2+ years) Diploma qualified Paraplanner (or very close to Diploma qualification with experience), with strong research and analytical skills, with a working knowledge of Financial Planning products including Life Insurance, Personal Pensions and Investments. You will have the ability to work in a small team and willingness to speak directly to clients. It would be to your advantage if you have any experience of systems such as Intelligent Office, FE Analytics or Voyant, or similar.
A great salary is offered for the role, with a good solid benefits package.
Paraplanner jobs in Huddersfield
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.