Paraplanner (Pensions Management)
1 month ago
An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes – 4 days office | 1 day WFH
Package: £32-40k base DOE + bonus and full company benefits (below):
~25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package
The Role: A 1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner. of existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and good performance for their investments
and maintaining cashflow analysis
with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
Paraplanning experience a necessity coupled with exposure to supporting IFA’s/financial advisers in a full research/report writing capacity:
Technical knowledge and awareness across investments and pensions advice
Ability to use technical financial planning tools and ideally have some experience of software platforms such as: Intelligent Office, Voyant, Genovo, FE Analytics, i-Pipeline and Dynamic Planner
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Paraplanner (Pensions Management)
2 weeks ago
Leeds, United Kingdom IDEX Consulting Ltd Full time €35,000 - €45,000Paraplanner Hybrid £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 you will be working directly with the financial planners and assisting them with a range of cases including...
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Paraplanner (Pensions Management)
2 weeks ago
Leeds, United Kingdom IDEX Consulting Ltd Full time €35,000 - €45,000Paraplanner Hybrid £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 you will be working directly with the financial planners and assisting them with a range of cases including...
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Paraplanner (Pensions Management)
2 days ago
Leeds, United Kingdom IDEX Consulting Ltd Full time €35,000 - €45,000Paraplanner Hybrid £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 you will be working directly with the financial planners and assisting them with a range of cases including...
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Paraplanner (Pensions Management)
2 days ago
Leeds, United Kingdom IDEX Consulting Ltd Full time €35,000 - €45,000Paraplanner Hybrid £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 you will be working directly with the financial planners and assisting them with a range of cases including...
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Paraplanner (Pensions Management)
5 days ago
Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000A 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. Yes - 3-days office, 2 days WFH 34-37k base DOE + bonus and full company benefits 24 days holiday plus stats, pension, 4xDIS on top of a...
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Paraplanner (Pensions Management)
2 weeks ago
Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000A 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. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...
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Paraplanner (Pensions Management)
2 weeks ago
Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000A 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. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...
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Paraplanner (Pensions Management)
2 days ago
Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000A 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. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...
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Paraplanner (Pensions Management)
2 days ago
Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000A 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. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...
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Paraplanner (Pensions Management)
1 month ago
Leeds, United Kingdom IDEX Consulting Ltd Full timeParaplanner Hybrid £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 as you will be working directly with the financial planners and assisting them with a range of cases including technical cases. To assist the...
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Paraplanner (Pensions Management)
1 day ago
Leeds, United Kingdom CB3 Associates Ltd Full time €32,000 - €40,000An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes – 4 days office | 1 day WFH Package: £32-40k base DOE + bonus and full company benefits (below): ~25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package The...
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Paraplanner (Pensions Management)
2 days ago
Leeds, United Kingdom CB3 Associates Ltd Full time €32,000 - €40,000An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes – 4 days office | 1 day WFH Package: £32-40k base DOE + bonus and full company benefits (below): ~25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package The...
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Developing Paraplanner
1 month ago
Leeds, United Kingdom CB3 Associates Ltd Full time**The Company**:Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure paraplanning career path short to medium term. - **Office Location**:Wortley, West...
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Trainee Paraplanner
2 weeks ago
Leeds, United Kingdom Idex Full timeWe 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.Your role will include but not be limited to:Analysing clients circumstances, portfolios...
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Paraplanner
6 days ago
Leeds, United Kingdom Search Consultancy Full timeParaplanner Leeds £40,000 - £55,000 plus market leading bonus package, flexi-benefits, hybrid working My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the...
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Trainee Paraplanner
2 weeks ago
Leeds, United Kingdom Search Consultancy Full timeTrainee Paraplanner Leeds £25,000 - £35,000 (depending on experience) + benefits, exam support, free parking, exam support My client is a well-established and ambitious regional Wealth Management firm who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. Their offices are based in Leeds and easily commutable from across the...
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Paraplanner
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs. We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports. Your main duties as a...
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Paraplanner
1 week ago
Leeds, United Kingdom Aspire Executive Search Full timeParaplanner, 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 excellent service and truly treat their staff well. I am delighted to be working...
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Paraplanner
1 day ago
Leeds, United Kingdom Aspire Executive Search Full timeParaplanner, Leeds, £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. Strong element of home working if this is appealing to you. Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well. I am...
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Trainee Paraplanner
2 weeks ago
Leeds, Leeds, United Kingdom Idex Full timeWe 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.Your role will include but not be limited to:Analysing clients circumstances, portfolios...