Paraplanner

We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status.The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol.We are recruiting experienced, high calibre Paraplanners, who can demonstrate a...

Trainee 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...

My 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...

Paraplanner 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...

**Senior Administrator / Paraplanner - Financial Services** **Location: Leeds** **Salary: £26,000 - £30,000 + Generous Bonus** Are you an enthusiastic Senior Administrator eager for your next role? Are you looking for Hybrid Administrator and Paraplanner Role? NJR Recruitment is currently working with a well known Independent Financial Advisory firm...

**The Company**:National IFA firm based in Central Leeds who are looking to add a QCF level 4 Diploma qualified Paraplanner to their technical support team in a majority remote/home-based capacity. An expanding business providing whole of marketfinancial advice to HNW private clientele. - **Office Location**: Central Leeds - **Hybrid Working**: Yes - 1 day...

The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition. Office Location: Central LeedsHybrid Working: Yes - 4 days office | 1 day WFH Package: £32-40k base DOE...

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. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...

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. Working: Yes – 3-days office, 2 days WFH Package: £34-37k base DOE + bonus and full company benefits ~24 days holiday plus stats,...

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...

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...

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 files and client reviews Building cash flow models Preparing recommendations and...

**Location** **Salary** **Posted on** **Reference** **Benefits** Leeds £26000 - £30000 28/02/2023 NJR13606 Plus bonus DESCRIPTION Senior Administrator / Paraplanner - Financial Services Location: Leeds Are you an enthusiastic Senior Administrator eager for your next role? Are you looking for Hybrid Administrator and Paraplanner Role? NJR Recruitment...

Our Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process. Main duties include: - Supporting Consultants in preparing accurate financial plans and suitability reports.Supporting the Consultants in research and analysis to meet client needs and objectives.Have a full understanding...

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the...

Building 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 legal and tax advisors (if applicable) Overseeing implementation of recommendations,...

Business Support £22,000 - £26,000+ per annum depending on experience, plus great benefits and career progression opportunities. The role will include: - Providing support to Financial Consultants alongside experienced Paraplanner and admin assistant. - Tasks will include analysis of existing financial products, researching suitable solutions, preparing...

**The Company**: City centre-based IFA firm looking to add an IFA Administrator to their growing adviser support team. A growth orientated business providing HNW private clientele with a breadth of private wealth and family planning advice. - **Office Location**:Central Leeds - **Hybrid/Home Working**: Yes - Flexible for the right person **Package**:...