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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
2 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
5 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
2 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
6 days 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
1 week 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
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
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
2 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 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 ...
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Financial Planning Administrator
4 days ago
Tempest Jones Leeds, United Kingdom**Financial Planning Administrator** · **The offering**: · **Salary of up to £28k depending on experience and qualifications** · **Continued professional development** · **26 days annual leave (plus statutory)** · **Pension scheme, Group Life cover: x4 salary** · **Annual discret ...
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Financial Planning Administrator
1 week ago
MB Fitzgerald Leeds, United Kingdom**Financial Planning Administrator - Leeds - National Wealth Management Organisation - Exceptional remuneration package** · MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for their ...
Financial Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd
Description
An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice backgroundWorking:
Yes – 4 days office | 1 day WFH
Package:
£32-40k base DOE + bonus and full company benefits (below):
~25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package
The Role:
A 1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner.
of existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and good performance for their investmentsand maintaining cashflow analysis
with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
Paraplanning experience a necessity coupled with exposure to supporting IFA's/financial advisers in a full research/report writing capacity:
Technical knowledge and awareness across investments and pensions advice
Ability to use technical financial planning tools and ideally have some experience of software platforms such as: Intelligent Office, Voyant, Genovo, FE Analytics, i-Pipeline and Dynamic Planner