Posted by Taylor James Professional Recruitment • £35K/yr to £50K/yr
General
Our client, a prestigious firm of financial planners in Leeds are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Our Client is looking for a Trainee Paraplanner to join their ambitious, expanding and technically astute team.
As a Trainee Paraplanner you will be supporting various experienced Advisers who offer High Net Worth Clients complex advice on Pensions and Investments.
NJR are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in North Leeds.
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.
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
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 an experienced paraplanner to work in their Huddersfield office (hybrid working possible).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
Our Client is looking for a Junior Paraplanner to join their ambitious, expanding and technically astute team.
NJR are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in North Leeds.