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Paraplanner - with Progression
3 weeks ago
ST Resourcing Ltd Huddersfield, United KingdomWe are working with one of the best Financial Planning firms in the area who are looking to add to their team with an additional Paraplanner. They are an extremely supportive team with no defined hierachy apart from the practicalities to get the work donein the most efficient man ...
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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 ...
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Paraplanner
3 weeks ago
Recruit UK | Certified B Corp™ huddersfield, United KingdomJob DescriptionRecruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm. · This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over ...
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Paraplanner
1 week ago
Recruit UK | Certified B Corp™ Huddersfield, United KingdomRecruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm. · Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience. · This is a national f ...
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Trainee Paraplanner
3 weeks ago
Taylor James Professional Recruitment Huddersfield, United Kingdom Full timeOur 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 m ...
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Paraplanner
3 weeks ago
Aspire Executive Search Wakefield, United KingdomParaplanner, 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 ...
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Paraplanner
3 weeks ago
ALDERLEY PARK RECRUITMENT LTD Alderley Edge, United Kingdom Full timeAlderley Park Recruitment's notable client based in Alderley Edge is currently recruiting for a Paraplanner based in the centre of Alderley Edge. This is a permanent role and is paying a salary up to £40,000 per annum dependent on experience. · 1. General accountabilities · Comp ...
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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
3 weeks ago
mbf. Salford, United Kingdom**Paraplanner - Manchester, Salford Quays (Flexible working) - Salary negotiable to £42,000** · MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to j ...
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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 ...
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Paraplanner
2 weeks ago
Recruit UK Manchester, United Kingdom**Job Title**:Paraplanner · **Industry**: Financial Planning · **Location**:Manchester · **Salary**:£40,000 · **Job reference**:7598 · **Job Description: Paraplanner** · Recruit UK are working on an excellent opportunity for a Paraplanner in Manchester to join a leading UK Indepe ...
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Paraplanner
4 weeks ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits package, bonus, hybrid home/office working · My client, a boutique Wealth Management organisation based in Manchester is looking for a Paraplanner to join their ...
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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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Paraplanner
3 weeks ago
Square Peg Associates Ltd Manchester, United KingdomOur client is an ambitious and highly personable, SJP financial services partner, looking for a Paraplanner to join their expanding team in Manchester City Centre. · This role will offer fantastic training and support and would suit someone who is keen to progress. · £33-£40k per ...
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Paraplanner
4 weeks ago
Search Consultancy Harrogate, United KingdomParaplanner · 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 ...
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Paraplanner
3 weeks ago
recruitment22 Altrincham, United KingdomParaplanner Vacancy. Up to £42,000. Altrincham / Hybrid (2 days in the office, 3 at home) · You'll be joining a team that supports one another and shares knowledge, and be part of a business who promote and facilitate personal development. · As a Paraplanner you will: More about ...
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Paraplanner
3 weeks ago
DMD Recruitment LTD Altrincham, United Kingdom**PLEASE NOTE MY CLIENT OFFER BONUS ON TOP OF SALARY** · **Job Purpose** · The Technical Support Team is primarily responsible for producing suitability reports for LIFT clients on behalf of its advisers. The team is made up of paraplanners and administrators: · - Paraplanners (P ...
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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. ...
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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
3 weeks ago
mbf. Bury, United Kingdom**Paraplanner - Bury/ Flexible working - Salary negotiable up to £45,000 plus company benefits** · MB Fitzgerald recruitment are currently working with a National firm of Independent Financial Advisers with offices across the UK who are looking to recruit an experienced Paraplann ...
Paraplanner - Huddersfield - MI Search Ltd
Description
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Huddersfield office (hybrid working possible).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
This firm will support you with both technical qualifications and skills in the role and longer term the potential to progress towards being a financial planner.
You must have strong tax, trusts and pensions knowledge, have paraplanning experience and ideally be CII Level 4 Diploma qualified and keen to study further qualifications.
Basic salary up to £35,000 and benefits