Posted by Lime People Search & Select Ltd • £24K/yr to £28K/yr
Providing a full Financial Planning service to both individuals and businesses.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
Posted by Dale Power Solutions • £25K/yr to £27K/yr
The Role
Identify planned, remedial and reactive works, efficiently coordinate available engineers, specialist tools and materials to the site following customers access requirements.
Control invoicing, forecasts and work closely with the contract manager to deliver contractual requirements and any customer escalations.
Why you're our kind of person
We're not looking for people who sit down and say, that'll do', we're driven by doing the right thing for our customers.
Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
C. £40,000 plus benefits and excellent annual bonus scheme
Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses.
As a company they very much pride themselves in offering an expert and personal service for their clients.