Current jobs related to Paraplanner - Halifax - Ortus PSR
-
Financial Planning Coordinator
2 weeks ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeThis national IFA firm is currently seeking a financial planning administrator to work as part of their busy team. In this role, you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general...
-
Financial Planning Coordinator
2 weeks ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeThis national IFA firm is currently seeking a financial planning administrator to work as part of their busy team. In this role, you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general...
-
Financial Planning Coordinator
2 weeks ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeThis national IFA firm is currently seeking a financial planning administrator to work as part of their busy team. In this role, you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general...
-
Financial Planning Coordinator
5 days ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Halifax. This role involves supporting financial advisers and paraplanners in preparing client packs and annual reviews, handling client queries and correspondence, liaising with product providers, processing new business, and performing general administrative tasks....
-
Financial Planning Coordinator
5 days ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Halifax. This role involves supporting financial advisers and paraplanners in preparing client packs and annual reviews, handling client queries and correspondence, liaising with product providers, processing new business, and performing general administrative tasks....
-
Financial Planning Coordinator
3 days ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Halifax. This role involves supporting financial advisers and paraplanners in preparing client packs and annual reviews, handling client queries and correspondence, liaising with product providers, processing new business, and performing general administrative tasks....
-
Financial Planning Coordinator
3 days ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Halifax. This role involves supporting financial advisers and paraplanners in preparing client packs and annual reviews, handling client queries and correspondence, liaising with product providers, processing new business, and performing general administrative tasks....
-
Financial Planning Administrator
3 weeks ago
Halifax, United Kingdom MI Search Ltd Full timeThis national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business...
-
Financial Planning Coordinator
13 hours ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Halifax.In this role, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence, liaising with product...
-
Financial Planning Coordinator
16 hours ago
Halifax, Calderdale, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Halifax.In this role, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence, liaising with product...
-
Financial Planning Associate
1 month ago
Halifax, Calderdale, United Kingdom Medlock Partners Full timePosition OverviewCompetitive salary up to £42,000Based in HalifaxFlexible working arrangement (2 days in the office)Death in service benefit5% Pension contributionYulife Employee benefits packageWe are collaborating with a reputable Firm of Independent Financial Advisors with a significant footprint across the Yorkshire region. The ideal candidate will join...
Paraplanner
5 months ago
**Paraplanner**
**Location: Halifax**
**Salary: £30,000 - £40,000**
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
**Responsibilities**:
- Technical support to our Adviser Team
- Research the most suitable product and tax wrapper
- Write suitability letter reports for investment, pension, protection and inheritance tax cases
- Respond to technical client queries relating to trusts defined benefit pensions and tax
**Skills**:
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
