Financial Planning Administrator - Leeds, hybrid - up to £32K plus excellent company benefits
We are currently working with a National Financial Planning organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Financial Advisor - All clients provided - Experienced Paraplanner's are also considered
We're currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company.
This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.
Posted by Taylor James Professional Recruitment • £35K/yr to £50K/yr
General
Our client, a prestigious firm of financial planners in Leeds are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Posted by Capio Recruitment Financial Planning • £45K/yr to £60K/yr
As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the existing advice team and inherit a client bank to alleviate the work load of the current staff ensuring clients continue to receive a first class experience.
The role will involve providing comprehensive planning advice to clients on a range of pensions, investments and tax products whilst developing and nurturing existing client relationships to grow the client base you will have been provided.
We are currently working alongside one of the UK's fastest growing names in financial planning to help secure a new member of the Advisory team in Leeds.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
Are you an experienced, level 4 qualified Paraplanner who is interested in combining that expertise with delivery of advice, or an Adviser who writes your own suitability reports?
We're looking for people who are passionate about great client service to join a team of Desk Based Advisors in Leeds.
The company offer a very attractive salary between £45k and £55k and a market leading benefits package that includes 40 days holiday (Inc stats), 9% Pension 2/2 matched, 8 x life and much more.
The Company: Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.
Office Location: Halifax
Hybrid/Home Working: Yes - Hybrid office/home working
Posted by IDEX Consulting Ltd • £80K/yr to £120K/yr
An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth clients.
Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the Wealth Management team, offering year-round guidance and services to both new and long-standing clients.
In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers.
Are you a skilled Paraplanner with a passion for delivering high-quality financial planning support?
NJR Recruitment are thrilled to be recruiting for a dynamic team at a leading Independent Financial Adviser firm based on the outskirts of Halifax, who have a fantastic opportunity for an experienced Paraplanner to join them.
This company is a well-established, client-focused Independent Financial Adviser (IFA) firm renowned for providing tailored financial solutions.