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.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors.
The role will provide an opportunity to be involved in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
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.
As a Paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the Investment philosophy.
NJR Recruitment is pleased to be representing a small boutique wealth management firm in Harrogate who now have an excellent opportunity for an experienced Paraplanner to join their expanding technical team.
You will be supported by their dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing UK wealth management company.
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever growing business.
NJR Recruitment is thrilled to be working with a National Wealth Management firm, who is now seeking an experienced and talented Paraplanner to join their team based in Wakefield
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice.
With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected company.