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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 Limited
Brighouse
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 Fin
Job Source: Medlock Partners LimitedMedlock 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 RecruitmentAlderley 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 RecruitmentIDEX 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
Leeds
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
Job Source: Lime People Search & Select LtdHuddersfield
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 financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities
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
Report writing, ensuring that all compliance matters are covered in the suitability report
Handling on-going servicing queries on behalf of the advisers
What's in it for you?
25 days holiday (rising with length of service) plus Bank Holidays,
Birthday Leave
Holiday Purchase Scheme
Life Assurance
Pension
Corporate Eyecare
The successful candidate will have previous experience working within Financial Planning - preferably within an Independent Financial Services environment. Qualifications are not essential, but you will need to be prepared to achieve the level Level 4 diploma over time and all study support is provided. What is essential is that you are passionate and dedicated to a career in wealth management as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR14822
#FIN1
Trainee Paraplanner jobs in Huddersfield
ⓘ There was an unexpected error processing your request.
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