Our long-term client, who specialise in the installation of vehicle safety and security products in Leeds, are currently looking to expand their team with a Planner who is able to work with the customer and the various teams across the business to help product installations happen as smoothly as possible.
You don't necessarily need to have experience in a Planner role but you must been in a position where you've had to be extremely organised and managed multiple tasks at anyone time - you will be part of a team and business that can give you as much training, support and guidance needed.
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.
The Company: Nationally renowned IFA firm with a site in Halifax looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm?
Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner!
Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.
You must be part-way through your Diploma (CII), hold adviser support experience and now be looking for that opportunity to step into paraplanning work across the next 6-12 months:
The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Trainee Paraplanner in support of their ever-expanding, private wealth focused adviser base.
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: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Assistant into their busy back-office team
Office Location: Central Leeds
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
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: