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.
Our automotive manufacturing client is looking to hire a Supply Chain Planner who will plan and maintain daily Supply Chain operations in one or more functional areas such as materials, production, inventory, logistics, demand management, or order fulfilment.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
You will be responsible for the delivery of written advice / reports, you will provide technical support to Advisers of the firm, ensuring all recommendations are accurate and in line with the needs of the clients.
My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more.
To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers.
General
The successful candidate will be responsible for managing, motivating and developing a team of Paraplanners across Manchester, Leeds, Glasgow and Edinburgh that prepare high quality written advice, and provide technical research services to their team of IFA's.
An exciting opportunity has arisen for a Regional Paraplanning Manager to join an established national advisory business.
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.