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.
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.
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.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax 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.