Paraplanner

Paraplanner Leeds £40,000 - £55,000 plus market leading bonus package, flexi-benefits, hybrid working My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the...

**The Company**:Nationally renowned wealth advisory business with over 50 years trading in the financial advisory space who are currently looking to add a private wealth focused Paraplanner to their technical team based in Central Leeds. Theirparaplanning team in Leeds houses 6 staff currently, and with this hire further expanding that side of the business...

Paraplanner PositionA leading firm in Leeds is seeking an experienced Paraplanner to join their team. As a Paraplanner, you will play a key role in assisting the Financial Planner in developing advice for clients, while also providing technical support and guidance.The successful candidate will have a strong understanding of the Financial Planning process...

**Paraplanner** **Location: Leeds** **£35,000 - £43,000** Looking for a new challenge? Do you want to work for reputable organisation, which not only offers career development and flexible working but study support, Private Health Insurance and so much more? NJR are currently working with a well established firm of Financial Advisers who are now...

**The Company**: Highly reputable IFA business who are based in Central Leeds and sit at the forefront of UHNW private client advice, my client is looking to bring in an experienced, fully qualified Paraplanner to their expanding adviser supportteam. A 5-adviser strong firm with an industry experienced back-office structure in place to assist their...

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...

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)...

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...

This is a fantastic opportunity for an experienced financial planning administrator to take on an important role in our recently established business, that is built on very solid foundations. Our director, Adam Downes, is a highly experienced Chartered FinancialPlanner. As well as working closely with Adam, you will be working with Chloe Phillips, a...

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 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...