Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
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:
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
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
Your main duties as a Paraplanner will include
Understanding the financial planning process.
General
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
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: