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IDEX Consulting Ltd
Leeds
Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technica
Job Source: IDEX Consulting 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 LtdAlderley 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 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 Par
Job Source: Lime People Search & Select LtdResource 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 LtdCranleigh Personnel
Wetherby
Paraplanner Based Wetherby 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
Job Source: Cranleigh PersonnelIDEX Consulting Ltd
Leeds, England, United Kingdom
Paraplanner Hybrid £43,000 - £50,000 Leeds Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working. They are looking for an individual that holds their level 4 diploma as you will be working directly with the financial planners and assisting them with a range of cases including techni
Job Source: IDEX Consulting LtdWakefield
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 are the progression routes?
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
For ‘career paraplanners’, over time, there is potential opportunity to diversify the role:
Compliance
Training & Competence
Team Management responsibilities
Investment Management (working alongside our DFM arm)
50/50 hybrid arrangement over a two-week rota; during a 2 week period you can work from home for 5 days.
Paraplanner Salary up to £38,000
Benefits, Death in Service, Medical back plan and access to Private Medical, Study support package including exams and study leave paid for, Bonus scheme. Holiday is 21 days + Bank Holiday and Christmas off as well as the opportunity to buy and sell holiday
Job Responsibilities:
Work closely with 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.
Assist Paraplanning Supervisor & Investment Committee with maintaining centrally held research for the firm's Central Investment Proposition.
Maintain accurate information within the firm's Client Management System.
Act as a 'point of contact' within the office for nominated Financial Planners.
Preparing and maintaining client files and preparing compliant suitability reports.
Conducting research on client specific projects.
Requirements:
Experience in Paraplanning with particular experience in Suitability report writing for Investments and Pensions
Diploma Qualified or close to completion via CII, LIBF or equivalent
High understanding of financial planning topics/practices
Ability to produce professional financial suitability letters
If you would like to join our small, forward-thinking, dynamic and hard-working paraplanning team, we would love to hear from you. This role offers an annual salary of up to £38,000.
Paraplanner jobs in Wakefield
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