We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
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.
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, an industry leading rail and civil engineering firm, is looking to hire an experienced Planning Manager on a contract basis, to join their Planning team on the most prestigious rail project in the North East.
Candidate Responsibilities
Develop detail within an existing programme.
Update and monitor progress within a programme against contract requirements.
Due to a 5-year growth plan for the business we are now seeking an additional Paraplanner to join an existing team of back office staff, in supporting the Financial Advisers of the business.
My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
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.
Our client is an Independent Financial Planning firm with offices in Wakefield.
They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.
Our client is known as a 'business lifecycle' consultancy as they offer services to professional organisations throughout their entire lifecycle to support company growth, recruitment & business acquisitions/sales.
City & Capital are currently representing a highly respected & fast growing client who offer a range of services to business owners in the financial planning & wealth management sectors.
This means from the start of a companies journey to the very end, our client supports each business to achieve their ultimate goals.
The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background.
Office Location: Central Leeds
An ambitious firm currently looking to grow both organically and through acquisition.
Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning team.
My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.
The role of a paraplanner at the firm is quite report and research orientated, focusing on the more 'technical' aspects of the job.