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...

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...

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...

This highly respected, privately owned wealth management practice in Leeds City centre which has been providing its clients with high quality independent wealth management advice for over 15 years are currently seeking an experienced paraplanner to joinits team. In this role you will work as part of an advice team that works in a collaborative way,...

**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...

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:...

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...

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...

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,...

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...

**IFA Administrator** **Leeds** We are currently recruiting on behalf of an established Wealth Management practice, who have a brilliant Financial Planning Administrator opportunity, to join an established IFA team who provide a personal, independent and bespoke wealth management serviceto high-net-worth clients. The firm has a fantastic reputation and...

Due to the continued growth, we are currently recruiting for an experienced Administrator to join our Clients’ Chartered Financial Practice based in Leeds. This is an exciting opportunity for an enthusiastic individual to join a successful and thriving FinancialPlanning business to work alongside the existing team of Advisers, Paraplanners 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...

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...

**Location** **Salary** **Posted on** **Reference** **Leeds £24000 - £28000 04/08/2023 NJR14010 DESCRIPTION IFA ADMINISTRATOR Leeds NJR Recruitment are delighted to be recruiting on behalf of a well-established independent Financial Services firm who are looking to recruit an IFA Administrator to join their expanding team in Leeds City...

**Location** **Salary** **Posted on** **Reference** **Leeds £23000 17/02/2023 NJR13469 DESCRIPTION IFA Administrator Location: Leeds **Salary**: £21,000 - £23,000 NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning...

**IFA Administrator** **Location: Leeds** **Salary: £21,000 - £23,000** NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning Administrator to join their offices in Leeds City Centre. This is a genuinely exciting...