Financial Paraplanner - Wakefield, West Yorkshire, United Kingdom - CB3 Associates Ltd

Financial Paraplanner

3 days ago

A 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 · ...

Financial Paraplanner

1 week ago

We 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 ...

Financial Paraplanner

2 weeks ago

Fram 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 ...

Financial Paraplanner

3 days ago

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 w ...

Financial Paraplanner

6 days ago

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 as ...

Financial Paraplanner

1 week ago

An 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 ...

Financial Paraplanner

5 days ago

An 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 ...

Financial Paraplanner

3 days ago

An 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 ...

Financial Paraplanner

6 days ago

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 pl ...

Financial Paraplanner

2 weeks ago

Our 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 ...

Financial Paraplanner

5 hours ago

Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office ...

Financial Paraplanner

9 hours ago

Salary -£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. ...

Financial Paraplanner

1 week ago

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 contribut ...

Financial Paraplanner

1 week ago

Established 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 # ...

Financial Paraplanner

1 week ago

Working: 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 ...

Financial Paraplanner

1 week ago

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 to the best of you ...

Financial Paraplanner

1 week ago

Job 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 ...

Senior Ifa Administrator

1 week ago

I am working with a leading, national Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning. · The firm in question are looking to add a Senior IFA Administrator to the team, to provide high quality support to the ...

Paraplanning Administrator

1 week ago

**About us** · Harper Financial Associates is an award winning small business, currently based in Penistone but moving to Nostell Priory, Wakefield in May. We are a professional & agile company with a goal of being able to provide honest and independent financial advice to our cl ...

Paraplanner

1 week ago

Paraplanner, 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 ...