- Very competitive study support program
- 2x Death In Service cover
- A range of medical services are incorporated into this including:
- Health checks
- Access to a digital GP
- Mental health consultations
- Nutritionist consultations
- Second medical opinion service
- Westfield Health medical cash plan
- Westfield Rewards smart spending cashback (through selected retailers)
- Company funded social events throughout the year
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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 -
2 weeks ago
Oval Recruit Wakefield, United Kingdom Full timeParaplanner - · 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 ...
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Ortus PSR Wakefield, United Kingdom Full timeWe 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 ...
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CB3 Associates Ltd Wakefield, West Yorkshire, United KingdomThe 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 ...
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2 weeks ago
Medlock Partners Limited Wakefield, United Kingdom Full timeWakefield 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 Financia ...
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Reward Recruitment Wakefield, United Kingdom permanentParaplanner · 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 ...
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Paraplanner
1 week ago
Lime People Search & Select Ltd Wakefield, United Kingdom permanentMy 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 ...
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Paraplanner
4 days ago
CB3 Associates Ltd wakefield, United KingdomJob 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 ...
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Paraplanner
3 weeks ago
Medlock Partners west yorkshire, United KingdomJob 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 ...
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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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14 hours ago
Burgh Recruitment Limited Yorkshire, United KingdomJob 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 ...
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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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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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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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Tempest Jones Chesterfield, United KingdomParaplanner · 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 ...
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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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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
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, 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 – ...
Paraplanner (Permanent) - Wakefield, United Kingdom - Lime People Search & Select Ltd
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Description
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, we are urgently in need of 2 Paraplanners to join the existing Paraplanning team. The role of a paraplanner at the firm is quite report and research orientated, focusing on the more 'technical' aspects of the job. They have separate administration teams for processing new business and dealing with wider administrative tasks.The role would be suitable for a career focused Paraplanner, a Paraplanner looking to move into Advice in the future, someone looking to develop a further career within Training & Competence or Compliance or someone considering a role within Investment Portfolio Management.We are ideally seeking full Level 4 Diploma qualified candidate (CII preferred), with 1+ years experience in a Paraplanning role for an Independent Advisory firm, the ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc). It would be to your advantage if you are wanting to continue studies to Level 6 Chartered qualification, or if you have experience with Intelligent Office and / or experience with platforms such as Aegon, Aviva and Quilter and if you've had previous exposure to DFM solutions.A great salary is offered for this role coupled with the below Benefits:Hybrid working structure with a 50/50 split of time on site and WFHDuring the probationary period we would expect new starters to be in the office full time to assist with their settling in and development.Details of supplementary benefits we offer beyond standard holiday and pension entitlement include: