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Paraplanner
4 days ago
Search Consultancy Leeds, United KingdomParaplanner · Leeds · £40,000 - £55,000 plus market leading bonus package, flexi-benefits, hybrid working · My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation. · Due to expansion in busine ...
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Paraplanner
1 week ago
Aspire Executive Search Leeds, United KingdomParaplanner, Leeds, £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. Strong element of home working if this is appealing to you. · Excellent benefits and a great working environment and a gold star team within a business who work very c ...
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Paraplanner
1 week ago
CB3 Associates Ltd Morley, United Kingdom**The Company**:Highly ambitious and expandingIFA firm recruiting an experienced Paraplanner who holds a private wealth focused adviser support background. A holistic, whole-of-market IFA advice business to the HNW private clientele demographic. · - **Office Location**: North Lee ...
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Paraplanner
1 week ago
GCB Recruitment Harrogate, United KingdomWe are currently looking for a Paraplanner to join our clients, a Financial Services Company with more than 45 years of experience in providing fully independent advice on pensions, investments, protection, tax and wealth management for individuals and companies.They pride themse ...
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Paraplanner
1 week ago
Aspire Executive Search Harrogate, United KingdomParaplanner, Harrogate, £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat ...
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Senior Paraplanner
1 week ago
CB3 Associates Ltd Leeds, United Kingdom**The Company**: Highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice. Currently recruiting an experienced Paraplanner into their expanding technical support team. · - **Office Location**: Central Leeds · - **Hybrid/Home Work ...
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Paraplanner
1 day ago
Burgh Recruitment Limited Leeds, United KingdomJob Description · Paraplanner · Location -Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · You may ...
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Paraplanner
2 days ago
Burgh Recruitment Limited Leeds, United Kingdom Full timeParaplanner · Location -Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · You may have recently star ...
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Paraplanner
1 day ago
Burgh Recruitment Limited Leeds, United KingdomParaplanner · Location -Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · To be considered for an in ...
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Paraplanner
1 week ago
Reward Recruitment Harrogate, United Kingdom**Paraplanner** · **Harrogate** · Our client is a financial services company with a wealth of experience of providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a business they pride themselves in offering an ex ...
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Paraplanner
8 hours ago
GCB Recruitment Leeds, United Kingdom Full timeDue to continued success, our clients, an independent practice in West Yorkshire, are looking to recruit a Paraplanner to join their team in the Leeds area. · This is a diverse role working within a great team and will see the successful individual be offered a generous salary pl ...
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Paraplanner
21 hours ago
CB3 Associates Ltd Leeds, United KingdomThe Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition. · Location: Central Leeds · ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Leeds, United KingdomParaplanner · Hybrid · £43,000 - £50,000 · Leeds · Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma as you will be working directly with t ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Leeds, United KingdomJob Description · Paraplanner · Hybrid · £43,000 - £50,000 · Leeds · Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma as you will be worki ...
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Paraplanner
1 day ago
CareerBliss Leeds, United KingdomParaplanner Location -Leeds (West Park) LS16Salary -£23,000 - £30,000 + Bonus (Dependent upon experience)Hours - Full time, In Office We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplannin ...
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Paraplanner
1 day ago
Burgh Recruitment Limited Leeds, United KingdomParaplanner · Location - Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team click apply for full job det ...
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Paraplanner
8 hours ago
Cranleigh Personnel Leeds, United Kingdom Full timeParaplanner · Based Leeds · Salary: £33,000 - £40,000 · Are you a Part or Diploma qualified Paraplanner who is looking for your next move? · Are you looking to work with an Adviser so you can build and develop strong relationships with the clients? · Do you feel that you are not ...
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Paraplanner
6 hours ago
Burgh Recruitment Limited Leeds, United KingdomParaplanner · Location - Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · You may have recently st ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Doncaster, United KingdomCapio recruitment is working with an award winning Independent Financial Planning firm, in Doncaster, for an experienced Paraplanner. Their friendly and helpful approach is highlighted by their outstanding client retention rate. The firm prides themselveson their dynamic approach ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Sheffield, United KingdomCapio recruitment are working with an independent financial planning firm in Sheffield for a Paraplanner to come and join their team. Our client provides holistic advice and specialises in retirement planning, tax planning, wealth management, with valuesof being honest and puttin ...
Trainee Paraplanner or Paraplanner - Leeds, United Kingdom - Lime Search & Select Ltd
Description
My client is a leading Financial Advisory firm based in the Centre of Leeds, providing individuals and businesses throughout the UK with Financial Advice across ISA's & Investments, Family Protection, Retirement Planning & Pensions & Equity Release.
We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing assistance to the Financial Advisors of the business in terms of Suitability Report Writing and Product Research.
Inputting client data on to the CRM system (Intelligent Office).Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
Ensure compliance with office policies, Network policies and FCA regulationsWe are ideally seeking someone with 1-2 years experience within the Financial Services sector with strong written and verbal communications skills, any current knowledge you have related to Financial Planning, Pensions & Investments would be to your advantage, along with the desire to work in the sector and to develop a career within Financial Planning.
You will have the opportunity to study towards a Diploma In Financial Planning and will be provided with study materials and exams costs will be covered.
25 days holidayFamily feel" office environment
Full training, Support and Mentoring
Please include why you would like to be considered for this Apprenticeship