-
Senior Paraplanner
6 days ago
CB3 Associates Ltd Leeds, United Kingdom**The Company**: Highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice. Currently recruiting an experienced Paraplanner into their expanding technical support team. · - **Office Location**: Central Leeds · - **Hybrid/Home Work ...
-
Senior Paraplanner
17 hours ago
Idex Leeds, United KingdomAn exciting opportunity has arisen for a Senior Paraplanner to join a national business who are expanding their Financial Planning capacity within their Head Office in Leeds. · With a strong reputation within the Investment Management space, their Financial Planning offering was ...
-
Senior Paraplanner
3 days ago
IDEX Consulting Leeds, United KingdomBuilding cash flow models · Identifying areas for planning · Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need · Preparing information/comparisons for analysis by Planner · Liaising with client's leg ...
-
Senior Paraplanner
1 week ago
Idex Leeds, United KingdomOur growing client is looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times. · Key Accountabilities Include · Preparing and maintaining client fi ...
-
Senior Ifa Administrator
1 week ago
Ortus PSR Wakefield, United KingdomI am working with a leading, national Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning. · The firm in question are looking to add a Senior IFA Administrator to the team, to provide high quality support to the ...
-
Senior Financial Planner
1 week ago
Reward Recruitment Leeds, United Kingdom**Senior Financial Planner** · **Leeds** · **Basic c. £60,000 per annum (OTE £80,000 - £100,000)** · I am currently recruiting a Senior Financial Planner for our client, who is an expanding Financial Planning practice based in Leeds. They are exceeding their revenue growth and, t ...
-
Senior Complaints Resolution Officer
1 week ago
EGRecruiting Ltd Leeds, United KingdomAre you the proud owner of a DB qualification (G60/AF3/AF7/AwPeTr, or equivalent) and possess an inquiring mind? · Have you previously worked in either complaints, file-checking, or as a paraplanner? · We have a superb opportunity for a Senior Complaints Resolution Officer to wor ...
-
Reward Recruitment Leeds, United Kingdom**Senior IFA Administrator/Administration Manager** · **Leeds** · We are representing a well-established and expanding Wealth Management practice in Leeds, who are exceeding in their revenue growth and have a requirement for a Senior IFA to join them, with a view of progressing t ...
-
Senior Complaints Resolution Officer
3 days ago
EGRecruiting Ltd Leeds, United KingdomExperience either as a pension specialist, or within compliance/paraplanning/advice · - Relevant experience in Complaints Handling in retail financial services, ideally in an IFA/Network environment, would be advantageous · - Above average effective communication skills, both ora ...
-
Head of Advice
18 hours ago
TFAS Wealth Ltd Leeds, United KingdomAt TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client's financial well-being. We strive to make the financia ...
-
Trainee Financial Adviser
1 week ago
Lime People Search & Select Ltd Leeds, United Kingdom Permanent, Full timeMy client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. · We are urgently seeki ...
-
Admin / Paraplanner
1 week ago
Lime Search & Select Ltd Wakefield, West Yorkshire, United KingdomWe are currently recruiting for a family practice of one of the UK's leading Chartered Financial Planning firms, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth / Investment Management, Retirement Planning, Mortgages, ...
-
Trainee Financial Adviser
1 week ago
Lime People Search & Select Ltd Leeds, United KingdomMy client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. · We are urgently seek ...
-
Head of Financial Advice
1 week ago
Goldstone Laine Limited Leeds, United KingdomJOB DESCRIPTION & PERSON SPECIFICATION · JOB TITLE: Head of Advice · MAIN PURPOSE OF JOB: · We pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. We are committed to offering a holistic appro ...
Senior Paraplanner - York, North Yorkshire, United Kingdom - Exchange Street Executive Search
Description
Outgrown your company?It happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not really learning anything new...
You'd like to test your technical skills. You'd like to work for an acquisitive business with ambitious plans (after all growth is a two way street). You'd like to progress.
And you can.
This firm is a finishing school.
It has only lost two members of staff in 7 years and is now one of the top 5 IFA practices in Scotland.
It has acquired several businesses and will soon hire more.And as they grow so will you. One of their paraplanners is now a director who heads up their investment committee. Another will soon become an IFA. Whatever direction you want to take there will be opportunities.
A new planner is joining this summer following an acquisition and you'll provide 1-1 support to them. You'll join as one of five paraplanners who provide high level support to the firm's planners. These planners are Fellows/Chartered and even STEP qualified, as are several of the paraplanners.
That said exam status isn't as important to this business as knowledge, ethics and the desire to learn.
And with their HNW clients needing advice on EISs, VCTs and Business Property Relief, your tech skills will come in handy.
You'll get a salary befitting your skills and experience. You'll have access to a generous discretionary bonus scheme. There's PMI, life cover and a pension.But most importantly you'll work for a firm that focuses on two things - their clients and their staff. And everything else takes care of itself.
Given the technical nature of the role you'll need reasonable paraplanning experience. You'll need to have had exposure to HNW cases where EISs, VCTs, BPR etc. has been part of the equation. Exam progression and IO knowledge are nice to haves, but not vital.
You're not unhappy and the thought of interviews might be a turn off.
But by clicking apply you'll not only get the chance to find out more, you'll get the chance to be happier.
If you don't have an up to date CV don't worry, we can come to that later. Just find a way of contacting us and we will be in touch to discuss this opportunity with you
