Senior Paraplanner - Leeds, United Kingdom - Idex

Senior Paraplanner

2 weeks ago

**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 ...

Senior Paraplanner

1 week ago

**The Company**:National IFA firm based in Central Leeds who are looking to add a QCF level 4 Diploma qualified Paraplanner to their technical support team in a majority remote/home-based capacity. An expanding business providing whole of marketfinancial advice to HNW private cli ...

Senior Paraplanner

2 weeks ago

**Senior Paraplanner** · **Location - Sheffield / Hybrid** · **Salary - Up to £45,000 + Bonus (Depending on Experience)** · An SJP Partner Practice in Sheffield looking to appoint an experienced Paraplanner to join their growing team. · The Practice is highly successful and pride ...

Senior Paraplanner

3 days ago

Our client, a highly successful Investment Manager and IFA based in Royston is looking for a talented Senior Paraplanner/ Report Writer to join their continually growing business and help develop their already highly respected Client Support Team. · Working with pensions, ISA's, ...

Senior Paraplanner

2 weeks ago

An exciting opportunity has arisen for a Senior Paraplanner to join a national business who are expanding their Financial Planning capacity within their Head Office in Leeds. · With a strong reputation within the Investment Management space, their Financial Planning offering was ...

Senior Paraplanner

1 week ago

Senior Paraplanner Sheffield, Salary up to £45,000 and Benefits including parking · Are you a career minded individual looking to join and support a successful business in its next stage of development? · Are you someone who likes to be involved in developing others, as well as y ...

Senior Paraplanner

2 weeks ago

Building cash flow models · Identifying areas for planning · Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need · Preparing information/comparisons for analysis by Planner · Liaising with client's leg ...

Senior Paraplanner

1 week ago

Our growing client is looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times. · Key Accountabilities Include Preparing and maintaining client fi ...

Senior Paraplanner

2 weeks ago

Outgrown your company? · It happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not really learning anything new... · You'd like to test your technical skills. You'd like to work for an acquisitive business with ambitious plans (aft ...

Senior Financial Planner

3 weeks ago

**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 ...

Senior Complaints Resolution Officer

3 weeks ago

Are you the proud owner of a DB qualification (G60/AF3/AF7/AwPeTr, or equivalent) and possess an inquiring mind? · Have you previously worked in either complaints, file-checking, or as a paraplanner? · We have a superb opportunity for a Senior Complaints Resolution Officer to wor ...

Senior Ifa Administrator/administration Manager

3 weeks ago

**Senior IFA Administrator/Administration Manager** · **Leeds** · We are representing a well-established and expanding Wealth Management practice in Leeds, who are exceeding in their revenue growth and have a requirement for a Senior IFA to join them, with a view of progressing t ...

Senior Complaints Resolution Officer

2 weeks ago

Experience either as a pension specialist, or within compliance/paraplanning/advice · - Relevant experience in Complaints Handling in retail financial services, ideally in an IFA/Network environment, would be advantageous · - Above average effective communication skills, both ora ...

Head of Advice

2 weeks ago

At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client's financial well-being. We strive to make the financia ...

Trainee Paraplanner

1 week ago

Trainee Paraplanner · Leeds · £25,000 - £35,000 (depending on experience) + benefits, exam support, free parking, exam support · My client is a well-established and ambitious regional Wealth Management firm who are seeking to strengthen their team in appointing a Junior / Trainee ...

Trainee Paraplanner

2 days ago

**Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Trainee Paraplanner.** · Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. · **Subject to the individuals level ...

Developing Paraplanner

10 hours ago

**The Company**:Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure parapl ...

Senior Ifa Administrator

3 weeks 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 ...

Trainee Paraplanner

1 week ago

Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Trainee Paraplanner. · Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. · Subject to the individuals level of exp ...

Paraplanner

3 weeks ago

**The Company**: Nationally recognised and expanding IFA business based looking to recruit a Senior Paraplanner coming from a private wealth advice background. A growing firm with excellent career opportunities on offer medium-term too, as thegroup continues to expand into 2023. ...