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Lime People Search & Select Ltd
Harrogate
y 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 product
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 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 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 LtdLime 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 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 RecruitmentMedlock Partners Limited
Harrogate
Paraplanner, Salary up to £38,000 Harrogate Private Health Care, Life Cover Death in service Exam support and Funding Ongoing development We are proud to be representing a prestigious Firm of Financial Planners who have an excellent reputation within the industry for providing bespoke Advice to their forever growing Client base. Our client pride wa
Job Source: Medlock Partners LimitedLeeds
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 understanding of financial planning.
To provide support, where needed, to other team members.
Ensuring that any business conducted is done in a responsible and compliant manner.
The Candidate Criteria
Excellent understanding of the financial planning process.
Experience working in a Paraplanning role.
Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it
Flexible and able to deal with a multitude of and able to prioritise workloads.
Rewards
A competitive and negotiate salary based on experience.
A range of employee benefits
Our client has a friendly and supportive environment
Paraplanner jobs in Leeds
ⓘ There was an unexpected error processing your request.
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