The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their back-office team.
Looking for a friendly, socially active back-office support team in a professional, client-centric planning environment?
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.
The Company: Nationally renowned IFA firm with a site in Halifax looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Assistant into their busy back-office team
Office Location: Central Leeds
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm?
Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.
Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner!
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers: