Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
Our client who are a national IFA firm with offices across the UK are currently seeking a trainee paraplanner to work in their Huddersfield office (hybrid working possible after training).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
Paraplanner, Leeds, Salary up to £50,000 (dependent upon experience) and excellent benefits,
Are you an experienced Paraplanner looking to join a who offer rapidly growing team and support a successful business in its next stage of development.
An exciting opportunity has arisen for a Regional Paraplanning Manager to join an established national advisory business.
The successful candidate will be responsible for managing, motivating and developing a team of Paraplanners across Manchester, Leeds, Glasgow and Edinburgh that prepare high quality written advice, and provide technical research services to their team of IFA's.
The Role
To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
You will be responsible for the delivery of written advice / reports, you will provide technical support to Advisers of the firm, ensuring all recommendations are accurate and in line with the needs of the clients.
My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more.
For those who wish to become an adviser, you'll be pleased to know that once you are established the firm can provide support towards necessary qualifications and a pathway to becoming an adviser - they've done this recently for former paraplanners.
This role is best suited for you if you are already within a financial advisory practice, and have exposure to paraplanning, but want to obtain more experience.
You will either have started your journey towards attaining your level 4 diploma in financial services, or perhaps have already achieved this.
Due to a 5-year growth plan for the business we are now seeking an additional Paraplanner to join an existing team of back office staff, in supporting the Financial Advisers of the business.
My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning.
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.
C.£40,000 basic (DOE), plus basic and benefits
Our client is an Independent Financial Planning firm with offices in Wakefield.
Due to continued success, our clients, an independent practice in West Yorkshire, are looking to recruit a Paraplanner to join their team in the Leeds area.
This is a diverse role working within a great team and will see the successful individual be offered a generous salary plus a range of benefits.