- Working closely alongside the Advisers and senior Paraplanners
- Processing new business
- Actioning LOA's
- Acquiring Valuations
- Preparing for annual reviews
- Preparing basic suitability reports (full training provided)
- Research & analysis of financial products to meet client requirements
- Preparing recommendations & implementing client recommendations
- IFA administration experience (essential)
- Diploma Level 4 or working towards (desirable)
- Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
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Trainee Paraplanner
2 days ago
MI Search Ltd Huddersfield, United Kingdom permanentOur client who are a national IFA firm with offices across the UK are currently seeking a trainee paraplanner to work in their Huddersfield office (hybrid working possible after training). · Working as a paraplanner you will work very closely with the independent financial advise ...
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Paraplanner / Trainee Paraplanner
3 weeks ago
Lime People Search & Select Ltd Harrogate, United Kingdomy 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 ...
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Trainee Paraplanner
3 weeks ago
Medlock Partners brighouse, United KingdomJob Description*** Trainee Paraplanner · ****West Yorkshire · ****Salary up to £35,000 (Experience dependant) · Exam support and Funding · 23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. · Our client is a highly progressive a ...
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Paraplanner / Trainee Paraplanner
1 day ago
Lime People Search & Select Ltd Harrogate, United Kingdom Permanent, Full timeMy 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 suppo ...
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Paraplanner / Trainee Paraplanner
2 days ago
Lime People Search & Select Ltd Harrogate, United Kingdom permanenty 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 ...
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Trainee Paraplanner
2 weeks ago
Taylor James Professional Recruitment Altrincham, United Kingdom permanentOur client, a prestigious and award winning firm of financial planners in Altrincham 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 o ...
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Trainee Paraplanner
2 weeks ago
Page Personnel Manchester, United Kingdom Permanent, Full timeA chance to work for an exciting financial services firm in Manchester, for a Trainee Paraplanner. · Client Details · A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, developme ...
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Trainee Paraplanner
1 week ago
Lime People Search & Select Ltd Leeds, United Kingdom Permanent, Full timeMy client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. · We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submi ...
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Trainee Paraplanner
2 weeks ago
Heat Recruitment Ramsbottom, United KingdomTrainee Paraplanner / Junior Paraplanner / Paraplanner / IFA / Paraplanning / Senior Paraplanner / Para-planner / Financial Advice / Advisory / DipPFS / DipFA / CII / LIBF / level 4 diploma / Wealth Management / Suitability Reports / Cashflow Intelliflo/ FE Analytics / CashCalc / ...
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Trainee Paraplanner
1 month ago
Idex Leeds, United KingdomWe are working with an award winning IFA firm in Leeds on a Trainee Paraplanner/Paraplanner role. · My client is looking for someone who can hit ground rounding in their busy firm. They take pride in working with you on a training programme to get you where you strive to be. · Yo ...
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Trainee Paraplanner Role
2 weeks ago
DMD Recruitment LTD Ramsbottom, United Kingdom**VACANCY** · DMD Recruitment are working with a very reputable client who have an exciting opportunity for an individual to join their team under the CII Aspire Apprenticeship Programme, gaining hands on experience working within the financial services sector whilstworking towar ...
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Trainee Financial Adviser
3 weeks ago
Recruit UK Cleckheaton, United KingdomJob Title: Trainee Financial Adviser · Industry: Financial Services · Location: Cleckheaton, West Yorkshire · Salary: £35,000 · Reference Number: 9031 · Job Description: Financial Adviser · Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Clec ...
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Trainee Financial Planner
3 weeks ago
mbf. Leeds, United Kingdom**Trainee Financial Planner - Leeds - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.** · Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner ...
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Technical Ifa Administrator
4 weeks ago
Cranleigh Personnel Shipley, United Kingdom**Technical IFA Administrator / Trainee Paraplanner** · **Based Shipley** · **Hours 9am-5pm · - 25 x days holiday + BH** · **Salary £25,000-£29,500 + Bonus** · **Are you a technical IFA Administrator who wants to progress your technical skills?** · - Do you feel frustrated in you ...
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Pension Administrator
3 weeks ago
Glu Recruit LTD Sheffield, United Kingdom**Ref:226** · **Role**: Pension Administrator / Trainee Paraplanner · **Salary**:up to £25,000 plus bonus · **Location**:Sheffield · **About the role**: · - You would be responsible for supporting the Financial Advisors of the company in day-to-day Administrative tasks, which wil ...
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Trainee Financial Adviser
3 weeks ago
Tempest Jones Sheffield, United Kingdom**Trainee Financial Planner/ Experienced Financial Planner** · A unique opportunity has arisen for an Experienced Financial Planner or Trainee Planner to join a reputable wealth management practice in their Sheffield office. · On offer would be exceptional training, good quality ...
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Financial Services Administrator
3 weeks ago
Templegate Sheffield, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Senior IFA Administrator · **Location**: Sheffield · **Benefits**: Competitive salary, Pension, Holiday and Parking · **Salary**:£25,000 - £28,000 per annum basic (depending on qualificatio ...
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Paraplanner
2 weeks ago
Reward Recruitment Knaresborough, United Kingdom Full timeParaplanner (will consider a trainee paraplanner also) · Knaresborough · £30,000 to £40,000 plus benefits and annual bonus · Our client is an expanding Independent Financial Services and Employee Benefit Consultancy business, who are going through a period of growth. They offer e ...
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Remote Paraplanner
2 weeks ago
Recruitment Solutions (Folkestone) Ltd Manchester, United Kingdom £36,000A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER , to join a well-established Chartered Independent Financial Practice, with an excellent reputation · It is award-winning and is one of the largest financial planning firms in the area. · It is ...
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Trainee Independent Financial Advisor
10 hours ago
Recruitment22 Manchester, United KingdomTrainee Chartered Financial Planner - Up to £30,000 - Manchester with Hybird working · An Independent Financial Advisers in Manchester/hybrid are offering a unique opportunity to work towards becoming either a Chartered Paraplanner, and then if you want to give advice, onto beco ...
Trainee Paraplanner - Huddersfield, United Kingdom - Taylor James Professional Recruitment
Description
Our client based near to Huddersfield are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with Administrators who are keen to gain exposure within paraplanning.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
The Person:
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn