Posted by Lime People Search & Select Ltd • £24K/yr to £28K/yr
My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning.
We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports.
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.
Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm?
Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.
Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner!
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 Crowe Watson Recruitment • £32K/yr to £42K/yr
A leading firm of Chartered Accountants in Bradford, known for its supportive and dynamic environment, is searching for a talented Private Client Tax Senior to join their team.
Are you an experienced tax professional looking to take the next step in your career?
Enjoy a range of benefits, including hybrid and flexible working, birthday leave, competitive salary, and ample scope for progressionplus much more!
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
Your main duties as a Paraplanner will include
Understanding the financial planning process.
General
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
Posted by Penguin Recruitment Ltd • £35K/yr to £45K/yr
As a Senior Town Planner, your role would involve managing complex planning projects, providing expert planning advice, and leading negotiations with local authorities and stakeholders.
The client, one of the largest independent Architecture, Town Planning, Master planning Consultancies, is looking for a talented Senior Town Planner to join the team in Leeds.
They are a multi-disciplinary who specialise in a various project across Leisure, Commercial, Residential, Renewables, Educational, Land-promotion and Mixed-Used sectors!