Paraplanner

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 - 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...

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...

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...

My client is a well-respected, Wealth Management business who provide reliable and expert advice for individuals and businesses seeking to achieve financial peace of mind are looking to recruit an experienced Paraplanner to join their growing team of advisers. Duties of the Paraplanner: - Participating in ad hoc projects and tasks as and when required -...

Company OverviewIntellect UK Group Limited is a leading provider of financial services, seeking a highly skilled Paraplanning Support Professional to join our team. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Job SummaryWe are...

This role is an excellent opportunity for a skilled Pensions Administrator to join Intellect UK Group Limited.The salary for this position is £30,000 (flexible) and benefits include pension, 6 weeks holiday plus bank holidays, and private medical insurance.As a Pensions Administrator, you will be responsible for preparing high-quality suitability reports,...