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Lime People Search & Select Ltd
Leeds
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in
Job Source: Lime People Search & Select LtdMedlock Partners
Brighouse, England, United Kingdom
*** Trainee Paraplanner ****West Yorkshire ****Salary up to £35,000 (Experience dependant) Exam support and Funding 23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for pr
Job Source: Medlock PartnersTaylor James Professional Recruitment
Leeds
Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working clo
Job Source: Taylor James Professional RecruitmentNJR Recruitment
Huddersfield
Trainee Paraplanner Huddersfield £26,000 - £33,000 Our client is a well established independent financial planning practice who, due to their ongoing growth, has an excellent opportunity for a Trainee Paraplanner to join team. Working out of their offices based in Huddersfield, you will be supporting the Financial Planners in preparing client finan
Job Source: NJR RecruitmentResource 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
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 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 LtdIDEX Consulting Ltd
Leeds
We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer. Key Duties and Responsibilities: Establishing and building strong relationships with clients Preparing and maintaining
Job Source: IDEX Consulting LtdBrighouse
Study support
23 days annual leave, rising to 28 after 2 years service
Trainee Paraplanner West Yorkshire Salary up to £35,000 (Experience dependant) Exam support and Funding23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.Duties: Undertaking analysis and proposing solutions for individual clients.
Compilation of research material for individual clients.
Obtain illustrations/quotes for all new business, together with supporting literature.
Liaison with clients, providers, and consultants to obtain required information.
Problem solving on complex cases.
Report writing, ensuring that all compliance matters are covered in the suitability report as per Paradigm/FCA guidelines.
Handling on-going servicing queries on behalf of the advisers.
Establishing and maintaining files and records and ensuring outstanding data requirements are followed up.
Working alongside our advisers.
Telephone answering as and when required.
To meet and greet customers and insurance representatives as and when required.
To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma.Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion
Trainee Paraplanner jobs in Brighouse
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