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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
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 LtdAlderley 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 RecruitmentReed
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: ReedIDEX Consulting Ltd
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 with a range of cases including complex technica
Job Source: IDEX Consulting 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 LtdLime People Search & Select Ltd
Harrogate
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you wi
Job Source: Lime People Search & Select LtdLeeds
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
Your main duties as a Paraplanner will include:
Understanding the financial planning process
Undertake research and analysis both independently and with the Financial Planner to identify suitable solutions to meet client needs and objectives
Prepare cash flow plans with the Financial Planner using the cash flow planning tool Voyant
Write and tailor high quality suitability reports based on discussions with the Financial Planner
Produce accurate and compliant client records using our back-office system
Identify and discuss any discrepancies of the client file with the Financial Planner
The ideal candidate will have the following experience & qualifications:
Minimum Level 4 CII Diploma in Regulated Financial Planning qualified
3+ years experience as a Paraplanner
Understand the financial planning process
Knowledge of FE Analytics, Voyant, Defaqto engage, Selectapension and Intelligent Office would be advantageous
A great salary and benefits are offered along with the possibility of carer progression with a stable nationwide firm.
Paraplanner jobs in Leeds
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