An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit an Assistant Paraplanner to provide technical support to a small team of Advisors.
Wakefield area -
The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
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.
This position offers a fantastic opportunity for a proactive Project / Events Assistant to provide support on both one-off projects and ongoing events within a not-for-profit organisation located in Wakefield.
The role would be most suited to an individual who can adapt quickly to changing environments and who has excellent organisational and problem-solving skills.
Our client is a well-respected not-for-profit organisation that operates in the Secretarial & Business Support sector, employing over 1,000 people.
You must be part-way through your Diploma (CII), hold adviser support experience and now be looking for that opportunity to step into paraplanning work across the next 6-12 months:
The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Trainee Paraplanner in support of their ever-expanding, private wealth focused adviser base.
Posted by Authentic Talent Limited • £28K/yr to £32K/yr
We're looking for an experienced Document Controller/Project Co-Ordinator/EA to support this dedicated team, splitting your time between working on site in York as well as in the Leeds office.
Are you looking for an opportunity to work in a fast-paced environment, where no two days will be the same, working with an incredible team of people who are building what is set to be the most exciting project in Yorkshire?!
Posted by POSTIFY LIMITED • £12.50/hr to £13.50/hr
They are looking for an Admin Assistant to support the business with all administrative duties; to be the contact between clients and suppliers, as well deal with all internal requirements.
Dealing with investors, brokers, solicitors and build teams they have multiple processes within the business that require strong administrative support.
Our Client is a property specialist who takes care of the full end-to-end process for property investors.