Trainee Paraplanner
3 weeks ago
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 companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3)
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Trainee Paraplanner
2 weeks ago
Leeds, United Kingdom Lime Search & Select Ltd Full timeMy 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...
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Paraplanner
Found in: Talent UK 2A C2 - 1 day ago
Leeds, United Kingdom Fram Search Full timeFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in a pooled environment, as well as working with a team of administrators. This is...
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Paraplanner
1 day ago
Leeds, United Kingdom Fram Search Full timeFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in a pooled environment, as well as working with a team of administrators. This...
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Paraplanner
Found in: Appcast UK C C2 - 1 day ago
Leeds, United Kingdom Fram Search Full timeFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in a pooled environment, as well as working with a team of administrators. This is...
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Paraplanner
Found in: Jooble UK C2 - 1 day ago
Leeds, United Kingdom Fram Search Full timeFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in a pooled environment, as well as working with a team of administrators. This...
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Paraplanner
Found in: Appcast UK C2 - 1 day ago
Leeds, United Kingdom Fram Search Full timeFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in a pooled environment, as well as working with a team of administrators. This is...
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Paraplanner
Found in: Whatjobs ES C2 - 20 hours ago
Leeds, United Kingdom Fram Search Full timeFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in a pooled environment, as well as working with a team of administrators. This is...
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Paraplanner
Found in: Appcast Linkedin GBL C2 - 57 seconds ago
Leeds, United Kingdom Fram Search Full timeFram are delighted to be working with a Leeds based IFA who are seeking an experienced Paraplanner to join their paraplanning team. This role is due to one of the current Paraplanners moving to a trainee advisor role. You will be supporting a team of circa 7 financial advisors in a pooled environment, as well as working with a team of administrators. This is...
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Trainee Paraplanner
Found in: Whatjobs ES C2 - 1 week ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Paraplanner
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Paraplanner
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeAbout this Apprenticeship 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,...
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Trainee Financial Adviser
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Financial Adviser
Found in: Whatjobs ES C2 - 1 week ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Financial Adviser
Found in: beBee S GB - 2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
