- Level 4 diploma qualified
- Good understanding of the Financial Planning process.
- Excellent planning and organisational skills.
- Accuracy and attention to detail to balance demands of roleVisit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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Financial Paraplanner
2 weeks ago
Fram Search Leeds, United KingdomFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in ...
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Financial Paraplanner
3 days ago
IDEX CONSULTING LTD Leeds, United KingdomHybrid · £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 the financial planners and assisting them w ...
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Financial Paraplanner
6 days ago
IDEX Consulting Ltd Leeds, United KingdomParaplanner Hybrid · £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 the financial planners and as ...
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Financial Paraplanner
1 week ago
CB3 Associates Ltd Leeds, United KingdomAn expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Location: Central LeedsWorking: Yes - 4 days office | 1 day WFH Package: £32-40k base DOE + bonus and full company benefits (be ...
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Financial Paraplanner
5 days ago
CB3 Associates Ltd Leeds, United KingdomAn expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes – 4 days office | 1 day WFH · Package: £32-40k base DOE + bonus and full company benefits (below): · ~25 days ho ...
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Financial Paraplanner
3 days ago
CB3 Associates Ltd Leeds, United KingdomAn expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes - 4 days office | 1 day WFH · Package: £32-40k base DOE + bonus and full company benefits (below): · • 25 days hol ...
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Financial Paraplanner
2 weeks ago
Resource Matters Ltd Leeds, United KingdomOur Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process. · Supporting Consultants in preparing accurate financial plans and suitability reports. · Supporting the Consultants in research and analysi ...
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Financial Paraplanner
4 hours ago
Burgh Recruitment Limited Leeds, United KingdomSalary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office ...
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Financial Paraplanner
8 hours ago
Burgh Recruitment Limited Leeds, United KingdomSalary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · You may have recently started Paraplanning or be a graduate looking for the next step in your career. ...
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Financial Paraplanner
1 week ago
Bartlett Group Horsforth, West Yorkshire, United KingdomEstablished in 1940, Bartlett is one of the UK's leading insurance brokers and financial advisers. · Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK's # ...
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Financial Paraplanner
1 week ago
IDEX Consulting West Yorkshire, United KingdomWe are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner. · Establishing and building strong relationships with clients · Building cash flow models. · Identifying areas for planning · Preparing information/comparisons for analys ...
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Financial Paraplanner
1 week ago
CB3 Associates Ltd Wakefield, West Yorkshire, United KingdomA regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: WakefieldHybrid Working: Yes - 50:50 split Package: £32-37k base DOE + bonus and full compan ...
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Financial Paraplanner
3 days ago
CB3 Associates Ltd Wakefield, West Yorkshire, United KingdomA regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. · Hybrid Working: Yes – 50:50 split · Package: £32-37k base DOE + bonus and full company benefits · ...
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Financial Paraplanner
1 week ago
CB3 Associates Ltd Guiseley, West Yorkshire, United KingdomExtremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team:Location:Guiseley, North Leeds Working: 100% office basedPackage: £34-37k base DOE + bonus & full company benefitsBenefits: Standard contribut ...
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Financial Paraplanner
1 week ago
CB3 Associates Ltd Guiseley, West Yorkshire, United KingdomWorking: 100% office based · Package: £34-37k base DOE + bonus & full company benefits · Standard contributory pension, death in service plus medical/healthcare scheme · Holidays: 25 days holiday + stats · The Role: A broad, private wealth focused Paraplanning role geared aro ...
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Financial Paraplanner
1 week ago
Exchange Street Recruitment Oldham, Greater Manchester, United KingdomThe phrase "work-life balance" has been around for years now. They offer hybrid working where you only need to go into their office twice a week. One is time, time that is otherwise spent in traffic or on public transport. Trust that you'll get on with your job to the best of you ...
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Financial Paraplanner
1 week ago
Exchange Street Recruitment Oldham, Greater Manchester, United KingdomJob Description The phrase "work-life balance" has been around for years now. They offer hybrid working where you only need to go into their office twice a week. · One is time, time that is otherwise spent in traffic or on public transport. Trust that you'll get on with your job ...
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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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Ifa Administrator
1 week ago
Reward Recruitment Leeds, United Kingdom**IFA Administrator** · **Leeds** · We are currently recruiting on behalf of an established Wealth Management practice, who have a brilliant Financial Planning Administrator opportunity, to join an established IFA team who provide a personal, independent and bespoke wealth manage ...
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Senior Financial Planner
1 week ago
Reward Recruitment Leeds, United Kingdom**Senior Financial Planner** · **Leeds** · **Basic c. £60,000 per annum (OTE £80,000 - £100,000)** · I am currently recruiting a Senior Financial Planner for our client, who is an expanding Financial Planning practice based in Leeds. They are exceeding their revenue growth and, t ...
Financial Paraplanner - Leeds, United Kingdom - IDEX Consulting Ltd
Description
ParaplannerHybrid £35,000 - £45,000LeedsOur 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 the financial planners and assisting them with a range of cases including technical cases.
To assist the Financial Planner in formulating the advice to the client, providing technicalsupport and guidance where appropriate.Review client objectives ensuring they are clear, concise and achievable when comparedagainst the client's financial circumstance.
Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
Obtain applications, key features documents, factsheets, illustrations and productcomparison quotes through appropriate source - providing clear research of the adviceprovided.
Liaise with Product Providers / Third Parties regarding any technical queriesThe ideal candidate will:Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.