- Gain a deep understanding of the financial planning process
- Conduct independent research and analysis to propose appropriate solutions aligning with client needs and objectives
- Develop cash flow plans using the Voyant tool in partnership with the Financial Planner
- Create customized high-quality suitability reports based on consultations with the Financial Planner
- Generate precise and compliant client records utilizing our back-office system
- Identify and address any inconsistencies in the client's file in coordination with the Financial Planner
- Hold a minimum Level 4 CII Diploma in Regulated Financial Planning certification
- Have over 3 years of experience as a Paraplanner
- Possess a solid grasp of the financial planning process
- Familiarity with FE Analytics, Voyant, Defaqto engage, Selectapension, and Intelligent Office is advantageous
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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. 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
2 weeks ago
Finlink Ltd Leeds, United Kingdom permanentThis role is best suited for you if you are already within a financial advisory practice, and have exposure to paraplanning, but want to obtain more experience. You will either have started your journey towards attaining your level 4 diploma in financial services, or perhaps have ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd leeds, west yorkshire, United KingdomParaplanner · Hybrid · £35,000 - £45,000 · Leeds · 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 and has experience as a Paraplanner as ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd leeds, west yorkshire, United KingdomThe Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition. · Location: Central Leeds · ...
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Developing Paraplanner
3 weeks ago
CB3 Associates Ltd Leeds, United Kingdom**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 ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd Leeds, United Kingdom £34,000 - £37,000The Company: A 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 Leeds · Working: Yes – ...
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Paraplanner
3 weeks ago
Reward Recruitment Leeds, United KingdomParaplanner · Leeds · £35 to 40,000, plus bonus and benefits · Duties and responsibilities include: · Prepare Financial Plans, Suitability Reports and Letters. · Cash flow modelling and forecasting. · Prepare and collate documentation to support the recommendation and justify th ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Leeds, United Kingdom £35,000 - £45,000Job Description Paraplanner · Hybrid · £35,000 - £45,000 · Leeds · 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 and has experience ...
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Paraplanner
1 day ago
Burgh Recruitment Limited Leeds, United Kingdom £30,000Paraplanner · Location - Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · To be considered for an ...
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Paraplanner
6 days ago
Aspire Executive Search Leeds, United Kingdom permanentParaplanner, Leeds, Salary up to £50,000 (dependent upon experience) and excellent benefits, · A strong element of home working. · Are you an experienced Paraplanner looking to join a who offer rapidly growing team and support a successful business in its next stage of developmen ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd Leeds, United KingdomThe Company: · A 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 LeedsnWorking: · Yes – ...
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Paraplanner
1 day ago
Burgh Recruitment Limited Leeds, United KingdomJob Description: · Position: Paraplanner · Location: Leeds (West Park) LS16 · Salary: £23,000 - £30,000 + Bonus (Dependent upon experience) · Hours: Full time, In Office · We are currently seeking a Paraplanner to join our dynamic team at an SJP Partner Practice in North Leeds. W ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd Leeds, United KingdomParaplannernHybridn£35,000 - £45,000nLeeds · 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 and has experience as a Paraplanner as you wi ...
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Paraplanner
2 weeks ago
GCB Recruitment Leeds, United Kingdom permanentDue to continued success, our clients, an independent practice in West Yorkshire, are looking to recruit a Paraplanner to join their team in the Leeds area. · This is a diverse role working within a great team and will see the successful individual be offered a generous salary pl ...
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Paraplanner
3 weeks ago
IDEX CONSULTING LTD Leeds, United KingdomParaplanner · Ready to make your application Please do read through the description at least once before clicking on Apply. · Hybrid · £35,000 - £45,000 · Leeds · Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid worki ...
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Paraplanner
2 days ago
CareerBliss Leeds, United KingdomParaplanner Location -Leeds (West Park) LS16Salary -£23,000 - £30,000 + Bonus (Dependent upon experience)Hours - Full time, In Office We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplannin ...
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Paraplanner
1 day ago
Burgh Recruitment Ltd (Financial Services) Leeds, United Kingdom Permanent· Paraplanner · Location - Leeds (West Park) LS16 · Salary - £23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · You may have recently ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd Leeds, United KingdomThe Company: A 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 off ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd Leeds, United KingdomJob Description · The Company: A 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 Leeds · W ...
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Paraplanner
1 week ago
CB3 Associates Ltd Leeds, United KingdomJob Description · The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition. · Location ...
Paraplanner - Leeds, United Kingdom - Lime People Search & Select Ltd
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Description
Job Title: Paraplanner at Nationwide Financial Planning / Wealth Management Firm
Join our client, a leading nationwide Financial Planning / Wealth Management firm dedicated to providing tailored Financial Solutions to individuals and businesses.
We're on the lookout for an experienced Paraplanner to join our team and collaborate with Financial Advisers in preparing detailed technical suitability reports.
Main Responsibilities as a Paraplanner:
Desired Experience & Qualifications for the Role:
As a Paraplanner, you can expect a competitive salary and benefits package, along with promising opportunities for career advancement within our reputable nationwide organization.