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Lime People Search & Select Ltd
Harrogate, North Yorkshire
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
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 LtdBurgh Recruitment Limited
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. Ou
Job Source: Burgh Recruitment LimitedReed
Harrogate
Our client is looking for an experienced Paraplanner to join the team based in Harrogate. Ideally, you'll be Diploma qualified, but we'd still love to hear from you if you're working towards this. Responsibilities: Provide research and analysis of investment funds and financial products, whilst considering the client objectives Prepare financial p
Job Source: ReedAlderley 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 RecruitmentReward 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 RecruitmentRecruit 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™Medlock 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 PartnersLeeds
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’ll be pleased to know that once you are established the firm can provide support towards necessary qualifications and a pathway to becoming an adviser - they’ve done this recently for former paraplanners.
The business:
The business is based near to Leeds, have been established for over 20 years, adopt a holistic approach to the advice they provide to their clients and are looking to expand, hence the need for you.
The role:
As a paraplanner, you will be getting involved in the advice process, undertaking the necessary research, and writing suitability reports to document the advice that has been provided. If you’re detail orientated, have a passion for financial services and like to work in a collaborative environment, then this could be just what you’re looking for.
Benefits:
· Job type: full-time, part-time considered.
· Salary: Up to £42,000 per year - depending on experience.
· Hybrid role, largely office based to provide support for progression.
· 25 days holiday + Bank holidays
· Pension
· Sickpay
· Free parking
If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Email Alert for Paraplanner jobs in Leeds
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