Jobs
>
Wakefield

    Paraplanner - Wakefield, United Kingdom - Medlock Partners Limited

    Medlock Partners Limited
    Medlock Partners Limited Wakefield, United Kingdom

    2 weeks ago

    Default job background
    Full time
    Description
    • Wakefield based. Hybrid working X2 Death in service Medical cashback Exam suppor
    Paraplanner 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 successful candidate will be working alongside an experienced team of Paraplanners to create bespoke Technical Suitability reports to their extensive Client base.You will be working closely with our Financial Planners and the competent production of suitability reports. Our Client also offer the opportunity to work closely with our Investment Committee and gain experience in other compliance-related activities as well as development into becoming a Financial Planner role should that be an aspiration. Duties Responsibilities
    • Work closely with a nominated Financial Planner(s) to formulate advice, ensure client files remain compliant and produce competent suitability reports
    • Complete annual suitability review letters for a nominated Financial Planner(s) and raise any other potential queries with the Financial Planner(s)
    • Assist the Paraplanning Supervisor and Investment Committee in maintaining centrally held research for the firm's central investment proposition
    • Maintain accurate information within the firm's CRM Specific Responsibilities
    • Act as a 'point of contact' within the office for a nominated Financial Planner(s), ensuring the Financial Planner(s) cases are logged within the team and provide regular updates on the stage each case is at
    • Preparing compliant suitability reports and conduct a general assessment of a client's circumstances and identify areas for financial planning review existing portfolio/arrangements in terms of; asset allocation, risk profile, cost, performance, taxation, suitability for client objectives etc
    • Undertake research both independently and with the financial planner to identity suitable solutions to meet clients' needs to Communicating with providers and obtaining all plan information relevant to advice being given o Prepare information/comparisons for analysis by financial planner o Consider tax and legal implications of any advice given to ensure supporting research, documentation and records meet FCA's requirements to Prepare draft suitability reports in accordance with agreed recommendations to be discussed/signed off by the Financial Planner's.
    • Completion of annual suitability review letters in a timely and accurate manner
    • Conduct research on ad-hoc withdrawals of plans to assess suitability
    You will need to have industry related experience to be considered and ideally be Level 4 Diploma qualified OR working towards. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.
  • Aspire Executive Search

    Paraplanner

    3 weeks ago

    Aspire Executive Search Wakefield, United Kingdom

    Paraplanner, Wakefield £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 ...

  • Oval Recruit

    Paraplanner -

    2 weeks ago

    Oval Recruit Wakefield, United Kingdom Full time

    Paraplanner - · Wakefield area - £35,000 - £42,000 · An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors. The role will provide an opportunity to be invo ...

  • Ortus PSR

    Paraplanner

    3 weeks ago

    Ortus PSR Wakefield, United Kingdom Full time

    We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial P ...

  • CB3 Associates Ltd

    Paraplanner

    1 week ago

    CB3 Associates Ltd Wakefield, West Yorkshire, United Kingdom

    The Company: 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. · Location: Wakefield · Hybrid Working: Yes – 50:50 split · Package: £32-37k base D ...

  • Reward Recruitment

    Paraplanner

    2 weeks ago

    Reward Recruitment Wakefield, United Kingdom permanent

    Paraplanner · Wakefield · c. £35,000 subject to experience · We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available. Our clients main focus is on provid ...

  • Lime People Search & Select Ltd

    Paraplanner

    1 week ago

    Lime People Search & Select Ltd Wakefield, United Kingdom permanent

    My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. · Due to team members being promoted to Financial Advis ...

  • CB3 Associates Ltd

    Paraplanner

    4 days ago

    CB3 Associates Ltd wakefield, United Kingdom

    Job DescriptionThe Company: 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. · Location: Wakefield · Hybrid Working: Yes – 50:50 split · Package: £32 ...

  • Medlock Partners

    Paraplanner

    3 weeks ago

    Medlock Partners west yorkshire, United Kingdom

    Job DescriptionParaplanner salary up to £38,000 · Wakefield based. · Hybrid working · X2 Death in service · Medical cashback · Exam support + Funding · Christmas shutdown · We are representing a credible Firm of Independent Financial Planners who have a large presence throughout ...

  • Aspire Executive Search

    Paraplanner

    3 weeks ago

    Aspire Executive Search Leeds, United Kingdom

    Paraplanner, 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 ...

  • Burgh Recruitment Limited

    Paraplanner

    13 hours ago

    Burgh Recruitment Limited Yorkshire, United Kingdom

    Job Description · 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 h ...

  • Lime People Search & Select Ltd

    Paraplanner (Permanent)

    3 weeks ago

    Lime People Search & Select Ltd Wakefield, United Kingdom

    My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.Due to team members being promoted to Financial Advisers ...

  • CAPIO RECRUITMENT LIMITED

    Paraplanner

    2 weeks ago

    CAPIO RECRUITMENT LIMITED Harrogate, United Kingdom

    **Job Title**: Paraplanner · **Salary**: £35,000 - £40,000 + Benefits (listed below) · **Location**: Harrogate, Yorkshire**The Company** · A highly prestigious company based in Yorkshire with Clients nationwide, offering a fully independent proposition for nearly 50 years. The co ...

  • Lime People Search & Select Ltd

    Paraplanner / Trainee Paraplanner

    3 weeks ago

    Lime People Search & Select Ltd Harrogate, United Kingdom

    y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. · We urgently require a Paraplanner / Trainee Paraplanner to join an existing team suppor ...

  • Search Consultancy

    Paraplanner

    4 weeks ago

    Search Consultancy Harrogate, United Kingdom

    Paraplanner · Harrogate · £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits · A successful IFA based in Harrogate is looking for a Paraplanner to join their technical support team. · Applicants will ideally be a minimum of Diploma level ...

  • CB3 Associates Ltd

    Paraplanner

    3 weeks ago

    CB3 Associates Ltd Halifax, United Kingdom

    **The Company**:Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis. · - **Office Location**:Halifax · - **Hybrid ...

  • Tempest Jones

    Paraplanner

    3 weeks ago

    Tempest Jones Chesterfield, United Kingdom

    Paraplanner · A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. · On offer will be a competitive salary and an ...

  • CB3 Associates Ltd

    Paraplanner

    3 weeks ago

    CB3 Associates Ltd Sheffield, United Kingdom

    **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. ...

  • IDEX Consulting Ltd

    Paraplanner

    3 weeks ago

    IDEX Consulting Ltd leeds, west yorkshire, United Kingdom

    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 as a Paraplanner as ...

  • Finlink Ltd

    Paraplanner

    2 weeks ago

    Finlink Ltd Leeds, United Kingdom permanent

    This 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 ...

  • CB3 Associates Ltd

    Paraplanner

    3 weeks ago

    CB3 Associates Ltd leeds, west yorkshire, United Kingdom

    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: Central Leeds · ...