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.
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: A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team.
The Company: An exciting Employed Financial Planner opportunity working for a highly ambitious IFA business based in South Leeds.
Office Location: Morley, South Leeds
Part of a larger group, this growing wealth management arm of the business has an opportunity to come inherit a client bank of around 100 families with circa £110k ongoing, and ample new business opportunities to further impact earnings.
NJR Recruitment are working in partnership with a firm of Independent Financial Planners who have been offering comprehensive and impartial financial advice for individuals, businesses, and charities who now require a Financial Planning Administrator to join their friendly team.
What's in it for you
Private Health Insurance.
23 days holiday bank holidays increasing with service.
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 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.
Posted by Lime People Search & Select Ltd • £40K/yr to £45K/yr
You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients.
We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices.
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.
We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports.
What are the progression routes
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.