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.
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
Our client who are a national IFA firm with offices across the UK are currently seeking a trainee paraplanner to work in their Huddersfield office (hybrid working possible after training).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
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.
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports.
We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
What are the progression routes
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
We are seeking a talented paraplanner to join our client's growing Paraplanning Department.
Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability reports, they also offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
The salary for this Paraplanning role is up to £38,000 Benefits
The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.
Hybrid Working: Yes - 50:50 split
Benefits: 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package
We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available.
C. £35,000 subject to experience
Our clients main focus is on providing a high quality financial planning service to their clients.
Posted by MYINTERNALRECRUITER.COM LTD • £25K/yr to £40K/yr
£25,000 to £45,000 (dependent on experience)
Due to expansion within the group, and a number of frameworks wins which will provide ongoing work opportunities, we are recruiting a range of roles across our Bid function from Trainee Bid Writers, through to Experienced and Senior Bid Writers, based at our Leeds Head Office, reporting to the Group Bid Manager.