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 role will require booking planned works in 6 months in advance and ad hoc maintenance, repair and installation visits, the planning coordinator is also responsible for route planning, booking hotel accommodation.
Our client specialises in installation and maintenance of security equipment and work nationally with their clients, they now, due to growth require another planning coordinator to join their team.
This role is office based and is located in South West Leeds with great access to motorway networks.
A fantastic opportunity has arisen for a Financial Planning Administrator/ Trainee Paraplanner to join a reputable practice of financial planners who specialise in giving advice to high-net-worth clients and business owners.
You will join a dynamic team of support staff who work together to support a small team of busy holistic financial planners.
Posted by Taylor James Professional Recruitment • £32K/yr to £44K/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 Manchester city centre 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.
Posted by Bond Recruitment Ltd • £35K/yr to £45K/yr
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports Specific Responsibilities:
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Huddersfield offices.
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
The currently have a requirement for an experienced Paraplanner, looking to develop their financial career by joining a Market Leading Wealth Management Company, within an established and successful team.
Our client is a national Wealth Practice, with offices throughout the UK.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.