Paraplanner

Paraplanner PositionA leading firm in Leeds is seeking an experienced Paraplanner to join their team. As a Paraplanner, you will play a key role in assisting the Financial Planner in developing advice for clients, while also providing technical support and guidance.The successful candidate will have a strong understanding of the Financial Planning process...

About the CompanyAustin Fraser specializes in providing exceptional financial planning services, covering wealth management, employee benefits, and retirement planning. As a Paraplanner at Austin Fraser, you will have the opportunity to work with experienced Financial Planners and contribute to the growth and success of our company. Job ResponsibilitiesThe...

Location: Onsite only - Leeds Job Type: Full time and Permanent Salary: £30,000 (flexible) Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing...

Location:Onsite only - LeedsJob Type:Full time and PermanentSalary:£30,000 (flexible)Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and...

Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs)...

Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs)...

Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors...

About the RoleIntellect UK Group Limited is seeking a skilled Senior Paraplanner Specialist to support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. This position involves managing and updating the CRM system.Key Responsibilities:Prepare detailed suitability reports for...

Location:Onsite only - Leeds Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing...

Leeds Paraplanner RoleCompensation: £40,000We are collaborating with a growing company in Leeds to find an experienced paraplanner to join their team. The successful candidate will have a solid understanding of financial planning principles and be able to work independently.This is an excellent opportunity for a motivated individual to develop their skills...

Paraplanner Leeds c. £40,000, plus bonus and benefits Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters.Cash flow modelling and forecasting.Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.Assist with...

Location:Onsite only - LeedsYou could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors...

Location:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply. Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs)...

Job Description Location:Onsite only - Leeds Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

Job Title: ParaplannerAbout the Role:We are seeking a skilled Paraplanner to join our team at Intellect UK Group Limited. As a Paraplanner, you will play a crucial role in supporting our IFAs and Senior Paraplanners in delivering high-quality services to our clients.Key Accountabilities:Preparing suitability reports for clients;Managing and updating the CRM...

Job Title: ParaplannerRole Summary:This is an excellent opportunity to join our team at Intellect UK Group Limited as a Paraplanner. The successful candidate will be responsible for providing high-quality support to our IFAs and Senior Paraplanners.Responsibilities:Preparation of suitability reports;Management of the CRM system;Collaboration with IFAs and...

OverviewAustin Fraser is a leading financial planning company that provides top-tier services encompassing wealth management, employee benefits, and retirement planning. Our team is seeking a skilled Paraplanner to support our Financial Planners in delivering comprehensive research and report writing services. About the RoleThe successful Paraplanner will...

About the JobThis exciting opportunity exists within our team of 6 paraplanners, providing full support to Chartered Financial Planners. As a level 4 qualified paraplanner with experience, you will be responsible for delivering high-quality support services. The role offers flexibility, with a minimum of 3 days working from home available.

Job Title: ParaplannerCompany Overview:We are seeking a skilled Paraplanner to join our team at Intellect UK Group Limited. The ideal candidate will have strong analytical and communication skills, with the ability to work independently and as part of a team.Salary:The salary for this position is £30,000 per annum, which is highly competitive for the...

Paraplanner RoleThis wealth management firm needs a skilled paraplanner to assist with portfolio analysis, research work, and report writing. The ideal candidate will have Level 4 exams and be able to communicate effectively with clients and colleagues.The salary for this position is approximately £40,000 per annum, plus benefits and exam support. We offer...