Posted by Taylor James Professional Recruitment • £35K/yr to £50K/yr
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
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.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit an Assistant Paraplanner to provide technical support to a small team of Advisors.
The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
The Company: Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.
Office Location: Halifax
Hybrid/Home Working: Yes - Hybrid office/home working
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
This is a senior level, long term appointment for someone who will succeed the current Head of Private Client in a few years.
It is essential that you have drive and ambition, and that you are keen to forward plan your career with this highly reputable regional firm for many years to come.
A rare succession opportunity has become available in Bradford with one of the region's leading law firms.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
Business Support to their Independent Financial Advisors
Are you looking for a home-based Financial Advisor position with better work / life balance and interested in potentially earning more income from the same clients?
The whole IFA firm is fully focused on making it simpler for their Financial Advisors and providing genuine value.