Paraplanner (Pensions Management)

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 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...

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 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...

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,...

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...

We 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...

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, 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...

We 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...

**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...

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...

Looking for a new challenge? Wanting to work for a leading pensions consultancy? Our client are seeking a Senior Pensions Administrator who will be primarily responsible for helping, supporting and mentoring their colleagues with their pensions expertise,production of annual benefit statements, pension increases renewals and admin reports, authorisation of...

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...

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,...

Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. To provide first line support to our team of consultants, Financial Planners and customers. To provide professional and efficient administrative...

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...

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...