Our client is an Independent Financial Planning firm with offices in Wakefield.
C.£40,000 basic (DOE), plus basic and benefits
They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.
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.
Our clients main focus is on providing a high quality financial planning service to their clients.
We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available.
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.
Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability reports, they also 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.
The salary for this Paraplanning role is up to £38,000 Benefits
We are seeking a talented paraplanner to join our client's growing Paraplanning Department.
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.
Within this role you will be working closely with the Financial Planners and Paraplanners, to support the client advisory processes dealing with Ultra High Net Worth client portfolios.
NJR are currently representing a leading, Chartered firm of independent financial advisers, who are now seeking an experienced Financial Planning Administrator to join their dynamic and growing business.
Creating and maintaining client records on CRM systems whilst playing a key role in providing an all-important, quality sales support function through effective use of software and following set processes and procedures.