Pension Paraplanner

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:...

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...

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...

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...

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 Financial Planner...

My client is a leading Financial Advisory firm based in the Centre of Leeds, providing individuals and businesses throughout the UK with Financial Advice across ISA’s & Investments, Family Protection, Retirement Planning & Pensions & Equity Release. We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are...

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...

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 very...

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...

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...

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...

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...

**Compliance & Risk Manager** **Leeds** **Upto £50,000 (Subject to Experience) plus excellent benefits** **Key Accountabilities**: To provide support across the business for all regulatory requirements and set and monitor policy and advice best practice compliance standards across the company. **Responsibilities**: - Work closely with the directors...

Hours of work 37.5 hours per week. 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. About the Role Overview To provide first line support to our team of consultants, Financial Planners and...

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 client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. The Head...

Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...