Senior Paraplanner

An 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 set up more recently and has integrated successfully with the Investment...

An 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 set up more recently and has integrated successfully with the Investment...

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 Leeds-...

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 Working: Yes - 3-days office, 2 days WFHPackage:£35-40k base DOE + bonus and full company benefits-...

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 IncludePreparing and maintaining client files and client reviewsBuilding cash flow modelsPreparing recommendations and...

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 IncludePreparing and maintaining client files and client reviewsBuilding cash flow modelsPreparing recommendations and...

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 seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...

At 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 clients financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. The Senior...

At 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 clients financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. The Senior...

An 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 set up more recently and has integrated successfully with the Investment...

We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Leeds office, possessing extensive market knowledge and who has been in business for over 10 years. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing...

**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...

**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 Working**: Yes - 3-days office, 2 days WFH **Package**:£35-40k base DOE + bonus and...

**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, therefore, have a requirement for an additional Desk Based Senior...

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 work within a high-profile business. This is a hybrid role working 2 days from home,...

Job Title: Paraplanning Manager Industry: Financial Advice Location: Leeds Salary: £65,000 Job Ref: 9135 Job Description: Paraplanning ManagerRecruit UK are working on an excellent opportunity for a Paraplanning Manager in Leeds to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning...

Job Title: Paraplanning ManagerIndustry: Financial AdviceLocation: LeedsSalary: £65,000Job Ref: 9135Job Description: Paraplanning ManagerRecruit UK are working on an excellent opportunity for a Paraplanning Manager in Leeds to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning team....

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 oral and written - Investigative/enquiring approach - Ability to manage own time to...

Job Title: Paraplanning ManagerIndustry: Financial AdviceLocation: LeedsSalary: £65,000Job Ref: 9135Job Description: Paraplanning ManagerRecruit UK are working on an excellent opportunity for a Paraplanning Manager in Leeds to join a well established UK Independent Financial Advice firm. The successful candidate will be managing a large paraplanning team....

At 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 clients financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible click apply...

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...

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 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 seeking a Junior Financial Adviser, ideally someone who has recently qualified or...

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 seeking a Junior Financial Adviser, ideally someone who has recently qualified or...