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.
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
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.
The role is responsible for the day to day coordination of the fleet and drivers, as a strong communicator, you should have a positive attitude and be willing to work in a vibrant and fast paced environment.
Our Client have a new fulltime permanent vacancy to join their existing transport team.
Posted by Burgh Recruitment Ltd • £23K/yr to £30K/yr
You may have recently started Paraplanning or have some experience and are now looking for the next step in your career.
We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Hybrid/Home Working: Yes - Hybrid office/home working
Office Location: Halifax
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.