Senior Paraplanner - Leeds, United Kingdom - IDEX Consulting

Senior Paraplanner

5 days ago

**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

1 day ago

**Senior Paraplanner** · **Location - Sheffield / Hybrid** · **Salary - Up to £45,000 + Bonus (Depending on Experience)** · An SJP Partner Practice in Sheffield looking to appoint an experienced Paraplanner to join their growing team. · The Practice is highly successful and pride ...

Senior Paraplanner

1 week ago

Our 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 Paraplanner

2 days ago

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 (aft ...

Senior Financial Planner

1 week ago

**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

Are 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 ...

Senior Ifa Administrator/administration Manager

1 week ago

**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

2 days ago

Experience 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 ...

Senior Ifa Administrator

1 week ago

I 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 ...

Paraplanner

1 week ago

**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. ...

Trainee Financial Adviser

6 days ago

My 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 ...

Trainee Financial Adviser

6 days ago

My 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

JOB 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 ...

Admin / Paraplanner

6 days ago

We 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, ...

Paraplanner (Permanent)

2 weeks ago

Paraplanner · Sheffield · £28-32K · Monday to Friday · Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions? · Perhaps you feel a lack of support in your role? · Or simply looking for a change? · If any of ...