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.
NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in Wetherby.Our Client is looking for an experienced Paraplanner to join their ambitious, expanding and technically astute technical team.
As a Paraplanner you will be building on your previous experiences within financial services and looking to develop the technical skills necessary to be successful.
Predominantly working on non-client facing tasks, you will need to use your knowledge of working to financial regulations and maintain strong attention to detail whilst compiling data and reports.
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.
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.
Our client is an Independent Financial Planning firm with offices in Wakefield.
Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working.
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Role responsibilities
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working.
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Role responsibilities
To assist the Financial Planner in formulating the advice to the client, providing technical.
Our Client is looking for an experienced Paraplanner to join their ambitious, expanding and technically astute technical team.
As a Paraplanner you will be building on your previous experiences within financial services and looking to develop the technical skills necessary to be successful.
NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in Wakefield.