Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
NJR are currently representing a leading, Chartered firm of independent financial advisers, who are now seeking an experienced Financial Planning Administrator to join their dynamic and growing business.
Within this role you will be working closely with the Financial Planners and Paraplanners, to support the client advisory processes dealing with Ultra High Net Worth client portfolios.
Creating and maintaining client records on CRM systems whilst playing a key role in providing an all-important, quality sales support function through effective use of software and following set processes and procedures.
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.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.
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 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.
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.
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.
Our client is an Independent Financial Planning firm with offices in Wakefield.
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.
Are you an experienced Paraplanner looking to join a who offer rapidly growing team and support a successful business in its next stage of development.
Paraplanner, Leeds, Salary up to £50,000 (dependent upon experience) and excellent benefits,