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.
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 Taylor James Professional Recruitment • £35K/yr to £45K/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, an award winning firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and out of their offices, you will be an integral part of the firm's technical function.
Posted by Penguin Recruitment Ltd • £30K/yr to £45K/yr
My client, a market leading multidisciplinary Engineering and Planning Consultancy, is searching for a Senior Flood Risk Consultant to join the Team based in York.
It is essential that applicants have a strong academic background in Hydrology or Civil Engineering and have experience completing Flood Risk Assessment, Surface Water Management Plans and Drainage Strategies for Planning Applications.
Ideally candidates will be close to Chartered status.
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.
C. £40,000 plus benefits and excellent annual bonus scheme
As a company they very much pride themselves in offering an expert and personal service for their clients.
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.
C. £50,000 package
As a company they very much pride themselves in offering an expert and personal service for their clients.
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 Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The Company: Extremely well-respected, client-centric focused IFA firm based in Central York looking to add an experienced Financial Planning Administrator who ideally holds some basic suitability report writing experience to their adviser support team: