Paraplanner - Predominantly Home Based
1 month ago
Paraplanner - Yorkshire Region
HOME BASED opportunity (occasional visits to the Yorkshire office required)
£30,000 - £45,000 (plus excellent company benefits)
An experienced Paraplanner is required to join a top-performing IFA and Wealth management firm in Yorkshire. Earning a competitive salary of £30,000 to £450000, this full-time role could be your ideal next career move if you're talented, ambitious and experienced.The role will be almost fully home based with only occasional requirements to come into the office.
The Paraplanner role:
As part of the established paraplanning team you'll have excellent organisation skills alongside the ability to analyse, and document client needs promptly. Previous experience of working as a Financial Paraplanner/ Technical Support or similar within anFinancial Advice environment is essential.
Some of your Paraplanner duties include:
- Drafting reports and letters
- Carrying out tax calculations, e.g. calculating capital gains tax, chargeable gains on life policies, potential inheritance tax liabilities etc
- Providing technical support to other members of the team
- Product research
Essential requirements:
- Strong proven report-writing skills - ability to explain complex matters in client-friendly language
- Qualified to minimum Diploma level 4 (or making progress towards)
- Excellent knowledge of financial services products and regulations
If this Paraplanner role matches your experience and ambitions, contact me today to find out more.
-
Trainee Paraplanner
1 month ago
North Humberside, United Kingdom Search Consultancy Full timeTrainee Paraplanner Humberside (with additional option of home working) £24,000 - £30,000 (depending on experience) + excellent benefits, exam support, flexible working My client is a well-established and ambitious Financial Advice organisation who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. This role can be fully...
-
Trainee Paraplanner
1 month ago
Tyne And Wear, United Kingdom Search Consultancy Full timeTrainee Paraplanner Tyne and Wear £22,000 - £28,000 (depending on experience) + excellent benefits, exam support My client is a well-established and ambitious regional IFA who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. The office is based in the Tyne and Wear region. There is a preference for applicants to have...
-
Paraplanner
7 days ago
Harrogate, North Yorkshire, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000Are you a paraplanner looking for a team that encourages you to reach your full potential? Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity? Recruit UK has partnered with a firm based in Harrogate, looking for a paraplanner to join their team. The company is committed to delivering premier...
-
Paraplanner
6 days ago
Harrogate, North Yorkshire, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000Are you a paraplanner looking for a team that encourages you to reach your full potential? Are you ready to join a team that truly values your strong ethical standards and unwavering commitment to integrity? Recruit UK has partnered with a firm based in Harrogate, looking for a paraplanner to join their team. The company is committed to delivering premier...
-
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
-
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
-
Paraplanner
7 days ago
West Yorkshire, United Kingdom Idex Full timeWe are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer.Key Duties and Responsibilities:Establishing and building strong relationships with clientsPreparing and maintaining client files...
-
Paraplanner
7 days ago
West Yorkshire, United Kingdom Idex Full timeWe are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer.Key Duties and Responsibilities:Establishing and building strong relationships with clientsPreparing and maintaining client files...
-
Bdm / Broker Relationship Manager - Home Based
4 weeks ago
Yorkshire and Humberside, United Kingdom Cryer Baker Executive Search Ltd Full timeThis is a fantastic opportunity to join highly regarded national insurance business in a "Relationship Management" role. This is a home based role covering the North of England, the larger concentration of broker clients being in and around the Yorkshirearea, with a handful further South and a very small amount of activity in Scotland. In this role, you...
-
Paraplanner (Permanent)
2 months ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
-
Paraplanner (Permanent)
1 week ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
-
Trainee Paraplanner
2 weeks ago
North Yorkshire, United Kingdom Search Consultancy Full timeTrainee Paraplanner / Report Writer North Yorkshire £26,000 - £32,000 basic salary plus company benefits, free parking, exam support, hybrid home/office working A successful Financial Planning company in North Yorkshire are looking for a Paraplanner / Report Writer / FS Administrator to join their successful organisation. I am looking for a support...
-
Trainee Paraplanner
4 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
-
Trainee Paraplanner
5 days ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and...
-
Paraplanner
7 days ago
West Yorkshire, United Kingdom Medlock Partners Full timeParaplanner salary up to £38,000Find out if this opportunity is a good fit by reading all of the information that follows below.Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdownWe are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire...
-
Paraplanner
6 days ago
West Yorkshire, United Kingdom Medlock Partners Full timeParaplanner salary up to £38,000Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an experienced team of Paraplanners to...
-
Paraplanner
5 days ago
West Yorkshire, United Kingdom Medlock Partners Full time €38,000Job Description Paraplanner salary up to £38,000 Wakefield based. Hybrid working X2 Death in service Medical cashback Exam support + Funding Christmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an...
-
Paraplanner
7 days ago
West Yorkshire, United Kingdom Medlock Partners Full time €38,000Paraplanner salary up to £38,000 Wakefield based. Hybrid working X2 Death in service Medical cashback Exam support + Funding Christmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an experienced team of...
-
Paraplanner
6 days ago
West Yorkshire, United Kingdom Medlock Partners Full timeParaplanner salary up to £38,000 Wakefield based. Hybrid working X2 Death in service Medical cashback Exam support + Funding Christmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an experienced team of...
-
Paraplanner
6 days ago
West Yorkshire, United Kingdom Medlock Partners Full timeParaplanner salary up to £38,000Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an experienced team of Paraplanners to...