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Burgh 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 LtdLime People Search & Select Ltd
Wakefield, West Yorkshire
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 LtdRecruit Wealth
Huddersfield
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created
Job Source: Recruit WealthMedlock Partners Ltd
west yorkshire
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 Partners LtdCB3 Associates Ltd
Leeds, England, United Kingdom
The Company: A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team. Location: Central Leeds Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full com
Job Source: CB3 Associates LtdOval 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 RecruitNJR 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 RecruitmentCB3 Associates Ltd
Wakefield, England, United Kingdom
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 25 days holiday plus stats, 5% pension
Job Source: CB3 Associates LtdWakefield
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 role would suit an experienced paraplanner who wants to work with an established and niche IFA brand, highly experienced advisors that cover all areas of advice, is qualified to Level 4 Diploma and wants to progress within the practice. Responsibilities will include:
Working with established Advisors and Paraplanner to collate advice for clients.
Preparing for client meetings.
Partaking in client meeting.
Produce financial planning and investment suitability letter across a range of areas.
Producing comprehensive and clear suitability letters for clients.
Act a point of contact to answer client questions.
Assist with the development of FP reviews.
Liaise with other technical staff to ensure a consistent client experience across the business.
Using a range of software tools, research practices and processes of analysis to create financial plans.
Are you the ideal candidate, do you have paraplanning experience and Level 4 Diploma with CII, LIBF or CISI? Experience within an IFA/Wealth Management is required.
To apply please send your CV to Stuart or contact him on 0 7 7 4 7 7 8 2 9 3 4.
Email Alert for PARAPLANNER jobs in Wakefield
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