Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses.
C. £50,000 package
As a company they very much pride themselves in offering an expert and personal service for their clients.
Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses.
C. £50,000 package
As a company they very much pride themselves in offering an expert and personal service for their clients.
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.
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.
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.
Wakefield area - £35,000 - £42,000
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