- Excellent planning and organisational skills.
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Financial Paraplanner
1 day ago
IDEX Consulting Ltd Leeds, United Kingdom £35,000 - £45,000ParaplannerHybrid £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 and has experience as a Paraplanner as you will be wo ...
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Financial Paraplanner
1 week 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
5 days ago
CB3 Associates Ltd Leeds, United KingdomA highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team.Location: Central LeedsWorking: Yes - 3-days office, 2 days W ...
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Financial Paraplanner
3 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
2 weeks 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
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. 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
IDEX Consulting Ltd Leeds, United KingdomParaplannerHybrid £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 pl ...
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Financial Paraplanner
3 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
1 week 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
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. · Our Practice is highly successful and prides itself on offering a first-class s ...
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Financial Paraplanner
1 week 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
1 week ago
Burgh Recruitment Limited Adel, West Yorkshire, United Kingdom £23,000 - £30,00023,000 - £30,000 + Bonus · (Hours - Full time, In Office · You may have recently started Paraplanning or be a graduate looking for the next step in your career. · Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing ...
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Financial Paraplanner
2 weeks 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
Medlock Partners West Yorkshire, United KingdomParaplanner salary up to £38,000Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successfu ...
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Financial Paraplanner
2 weeks 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. · Hybrid Working: Yes – 50:50 split · Package: £32-37k base DOE + bonus and full company benefits · ...
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Financial Paraplanner
2 weeks 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
2 weeks 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
2 weeks 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
Medlock Partners Harrogate, North Yorkshire, United KingdomParaplanner, Salary up to £38,000 HarrogatePrivate Health Care, Life Cover Death in serviceExam support and FundingOngoing development We are proud to be representing a prestigious Firm of Financial Planners who have an excellent reputation within the industry for providing bespo ...
Financial Paraplanner - Leeds, United Kingdom - IDEX Consulting Ltd
Description
Paraplanner 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 assisting them with a range of cases including technical cases.
To assist the Financial Planner in formulating the advice to the client, providing technicalagainst 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 productGood understanding of the Financial Planning process.
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.