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.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
You will be responsible for the delivery of written advice / reports, you will provide technical support to Advisers of the firm, ensuring all recommendations are accurate and in line with the needs of the clients.
My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more.
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.
Are you an experienced Paraplanner looking to join a who offer rapidly growing team and support a successful business in its next stage of development.
Paraplanner, Leeds, Salary up to £50,000 (dependent upon experience) and excellent benefits,
Paraplanner, Wakefield, Salary up to £47,000 (dependent upon experience) and excellent benefits, a strong element of home working.
We are pleased to be working in true partnership with a highly successful IFA practice who who are looking to appoint a Paraplanner due to business growth.
This is a fantastic opportunity to work for a firm who have genuine career paths offered with this company, including routes to becoming a Financial Adviser or a higher level technical member of the team if desired.
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.
Due to a 5-year growth plan for the business we are now seeking an additional Paraplanner to join an existing team of back office staff, in supporting the Financial Advisers of the business.
My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning.