Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
General
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
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.
We are seeking a talented paraplanner to join our client's growing Paraplanning Department.
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
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.
Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator who wants to progress into paraplanning
Working out of their offices based near Huddersfield, you will be supporting the Wealth Managers in preparing client financial plans and be involved throughout the process