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Paraplanner
2 weeks 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
3 weeks 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
3 weeks 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
5 days ago
Aspire Executive Search Leeds, United KingdomParaplanner, Leeds, £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. A strong element of hybrid working. · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an ex ...
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Paraplanner
3 weeks 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
3 weeks 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
3 weeks 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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Paraplanner
5 hours ago
CAPIO RECRUITMENT LIMITED Harrogate, United Kingdom**Job Title**: Paraplanner · **Salary**: £35,000 - £40,000 + Benefits (listed below) · **Location**: Harrogate, Yorkshire**The Company** · A highly prestigious company based in Yorkshire with Clients nationwide, offering a fully independent proposition for nearly 50 years. The co ...
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Paraplanner / Trainee Paraplanner
1 day ago
Lime People Search & Select Ltd Harrogate, United Kingdomy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. · We urgently require a Paraplanner / Trainee Paraplanner to join an existing team suppor ...
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Paraplanner
3 weeks ago
Ortus PSR Lowfields Business Park, United Kingdom**Paraplanner** · **Location: Halifax** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: ...
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Paraplanner
1 week ago
Search Consultancy York, United KingdomParaplanner · York - outskirts £34,000 - £48,000 plus training, flexi-benefits, exam support, free parking · An excellent new paraplanner opportunity has arisen to join a highly successful and growing Financial Advisor based in the York area. The role will be providing full techn ...
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Paraplanner
1 week ago
CB3 Associates Ltd Guiseley, United KingdomThe Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team: · Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.Location:G ...
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Paraplanner
1 week ago
Search Consultancy Harrogate, United KingdomParaplanner · Harrogate · £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits · A successful IFA based in Harrogate is looking for a Paraplanner to join their technical support team. · Applicants will ideally be a minimum of Diploma level ...
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Paraplanner
2 weeks ago
CB3 Associates Ltd Guiseley, West Yorkshire, United KingdomThe Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team: · Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. · Locatio ...
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Paraplanner
6 days ago
CB3 Associates Ltd Halifax, United Kingdom**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 ...
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Paraplanner
1 week ago
CB3 Associates Ltd Guiseley, United KingdomThe Company: Extremely 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 based · Package: £34-37k base DOE + bonus & full company benefits · Ben ...
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Paraplanner
2 weeks ago
CB3 Associates Ltd Guiseley, West Yorkshire, United KingdomThe Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team: · If your skills, experience, and qualifications match those in this job overview, do not delay your application. · Location:Gui ...
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Paraplanner
4 days ago
Aspire Executive Search Halifax, United KingdomParaplanner, Halifax, £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 th ...
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Paraplanner
1 week ago
CB3 Associates Ltd Guiseley, United KingdomJob DescriptionThe Company: Extremely 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 based · Package: £34-37k base DOE + bonus & full company ...
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Paraplanner
2 days ago
mbf. Bury, United Kingdom**Paraplanner - Bury/ Flexible working - Salary negotiable up to £45,000 plus company benefits** · MB Fitzgerald recruitment are currently working with a National firm of Independent Financial Advisers with offices across the UK who are looking to recruit an experienced Paraplann ...
Paraplanner - Guiseley, West Yorkshire, United Kingdom - CB3 Associates Ltd
Description
The Company:
Extremely 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 contributory pension, death in service plus medical/healthcare scheme Holidays: 25 days holiday + statsWorking week: 35hrs p/w
The Role:
A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW circles:of existing portfolio and undertaking research to obtain suitable solutions in the market which can improve the client(s) positionsuitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectivesrelevant and accurate documentation at each stage of the processand maintaining cashflow analysisand participating in client meetings with the adviserwith the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
The Person:
Will ideally come from an IFA/wealth management background and have paraplanning exposure supporting IFA's/financial planners:Part-Qualified Diploma minimum, ideally QCF Level 4 qualified2 years + experience in a paraplanning roleExposure to investments, pensions and protection caseworkWhat next? Follow the link attached to apply via CV submittal.
Further questions? Feel free to get in touch directly on the details below:Chris |