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Lime 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, 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 LtdRecruit UK
Harrogate
Job Title: Paraplanner Industry: Financial Services Location: Harrogate Salary: Up to £45,000 Job Reference: 9077 Job Description: Are you a paraplanner looking for a team that encourages you to reach your full potential? Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity? Recrui
Job Source: Recruit UKCB3 Associates Ltd
Wakefield
Job Description 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 pl
Job Source: CB3 Associates 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 LtdCB3 Associates Ltd
Leeds, England, United Kingdom
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. Location: Central Leeds Working: Yes – 4 days office | 1 day WFH Package: £32-40k base DOE +
Job Source: CB3 Associates LtdIDEX Consulting Ltd
Leeds, England, United Kingdom
Paraplanner Hybrid £35,000 - £45,000 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 and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them wi
Job Source: IDEX Consulting LtdCB3 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 LtdLeeds
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.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions and producing compliant financial planning reports for our Financial Advisors to present to clients.
You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
The Role -
You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings
Conduct research to source suitable solutions, completing detailed and informative reports
You will be inputting and maintaining detailed client information to support the Advisor team as well as ensuring supporting documentation and back-office systems are maintained and all client files remain compliant
You will provide an efficient, friendly, and professional point of contact for clients and enquiries by telephone, email and in person
You will be processing new business and liaising with SJP admin teams.
Paraplanner Requirements -
You will be working towards DipPFS qualification or are already qualified and looking to develop your knowledge further
Previous experience within a Wealth Management firm or IFA practice is desirable
You have an understanding of regulations and products, and their practical application
You are IT proficient and can use the full office suite of programmes
You have excellent English language and grammar skills and are able to communicate effectively.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Email Alert for Paraplanner jobs in Leeds
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