We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
Providing a full Financial Planning service to both individuals and businesses.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
Providing a full Financial Planning service to both individuals and businesses.
Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
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.