Paraplanning Professional

2 weeks ago

Leeds, Leeds, United Kingdom Aspire Executive Search Full time
{"Job Title": "Trainee Paraplanner", "Job Summary": "As a Trainee Paraplanner, you will be responsible for working closely with advisers and clients, liaising with product providers, and ensuring timely and accurate responses to clients. Your duties will include sending Letters of Authority, gathering accurate information, obtaining illustrations and application forms, and producing portfolio valuations. You will also be responsible for ensuring fund switches, rebalances, top-ups, and withdrawals are carried out accurately and within company time-scale. Additionally, you will conduct Annual Reviews and undertake templated suitability reports.", "Key Responsibilities": "
\t* Work closely with advisers and clients
\t* Liaise with product providers
\t* Send Letters of Authority and gather accurate information
\t* Obtain illustrations and application forms
\t* Produce portfolio valuations
\t* Ensure fund switches, rebalances, top-ups, and withdrawals are carried out accurately and within company time-scale
\t* Conduct Annual Reviews
\t* Undertake templated suitability reports
", "Qualifications and Experience": "
\t* Minimum 2 years' experience in financial services administration with exposure to some Paraplanning duties
\t* Strong IT skills, as we are a technology-focused business
\t* Salary range up to \u00a033k depending upon experience
\t* Pension and death in service benefits
\t* 25 days holiday (+ Bank Holidays) per annum
\t* The ability and support to work flexibly where appropriate, in terms of hours and location
\t* Support with further qualifications, including study leave
\", "Company Culture": "Aspire Executive Search is a technology-focused business that values flexibility and work-life balance. We offer a supportive environment where you can grow and develop your skills.", "How to Apply": "If you are interested in this Trainee Paraplanner role, please contact Helen Spriggs through the link provided or via LinkedIn."}

  • Paraplanning Professional

    3 weeks ago

    Leeds, Leeds, United Kingdom Clayton Davies Ltd Full time

    Opportunity for a Paraplanning Professional to Join Our Team at Clayton Davies Ltd We are seeking a highly organized and detail-oriented Paraplanning Professional to join our team at Clayton Davies Ltd. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our wealth management...

  • Paraplanning Professional

    3 weeks ago

    Leeds, Leeds, United Kingdom Clayton Davies Ltd Full time

    Opportunity for a Paraplanning Professional to Join Our Team at Clayton Davies Ltd We are seeking a highly organized and detail-oriented Paraplanning Professional to join our team at Clayton Davies Ltd. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our wealth management...

  • Paraplanning Professional

    33 minutes ago

    Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000

    Trainee Paraplanner OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Trainee Paraplanner at St. James's Place Wealth Management. As a Trainee Paraplanner, you will play a crucial role in supporting our Wealth Management team in North Leeds.Key Responsibilities:Prepare suitability letters and reports for...

  • Paraplanning Professional

    1 day ago

    Leeds, Leeds, United Kingdom CB3 Associates Ltd Full time

    About the Role: We are seeking a highly motivated and organized Paraplanning Professional to join our team at CB3 Associates Ltd. As a key member of our technical research and report writing team, you will work closely with clients to help them achieve their financial goals in a cashflow modelling and lifestyle planning style of advice. Key...

  • Paraplanning Professional

    1 day ago

    Leeds, Leeds, United Kingdom CB3 Associates Ltd Full time

    About the Role: We are seeking a highly motivated and organized Paraplanning Professional to join our team at CB3 Associates Ltd. As a key member of our technical research and report writing team, you will work closely with clients to help them achieve their financial goals in a cashflow modelling and lifestyle planning style of advice. Key...

  • Paraplanning Professional

    6 hours ago

    Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000

    Trainee Paraplanner OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Trainee Paraplanner at St. James's Place Wealth Management. As a Trainee Paraplanner, you will play a crucial role in supporting our Wealth Management team in North Leeds.Key Responsibilities:Prepare suitability letters and reports for...

  • Paraplanning Professional

    6 hours ago

    Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000

    Job Title: Trainee ParaplannerWe are seeking a motivated and detail-oriented individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will play a crucial role in supporting our Wealth Management team in North Leeds.Key Responsibilities:Prepare suitability letters and reports for clients.Transact client investments, protection, and...

  • Paraplanning Professional

    2 hours ago

    Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000

    Job Title: Trainee ParaplannerWe are seeking a motivated and detail-oriented individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will play a crucial role in supporting our Wealth Management team in North Leeds.Key Responsibilities:Prepare suitability letters and reports for clients.Transact client investments, protection, and...

  • Paraplanning Professional

    2 hours ago

    Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000

    Trainee Paraplanner OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Trainee Paraplanner at St. James's Place Wealth Management. As a Trainee Paraplanner, you will play a crucial role in supporting our Wealth Management team in North Leeds.Key Responsibilities:Prepare suitability letters and reports for...

  • Paraplanning Professional

    6 hours ago

    Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000

    Trainee Paraplanner OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Trainee Paraplanner at St. James's Place Wealth Management.About the Role:As a Trainee Paraplanner, you will be responsible for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation, and providing...

  • Paraplanning Professional

    2 hours ago

    Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000

    Trainee Paraplanner OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Trainee Paraplanner at St. James's Place Wealth Management.About the Role:As a Trainee Paraplanner, you will be responsible for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation, and providing...

  • Paraplanning Assistant

    1 day ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    Paraplanning RoleWe are seeking a skilled Paraplanning professional to join our team at Aspire Executive Search. As a Paraplanning Assistant, you will play a crucial role in supporting our financial services team.Key Responsibilities:Collaborate closely with financial advisers and clients to ensure seamless service delivery.Liaise with product providers to...

  • Paraplanning Assistant

    1 day ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    Paraplanning RoleWe are seeking a skilled Paraplanning professional to join our team at Aspire Executive Search. As a Paraplanning Assistant, you will play a crucial role in supporting our financial services team.Key Responsibilities:Collaborate closely with financial advisers and clients to ensure seamless service delivery.Liaise with product providers to...

  • Paraplanning Professional

    3 weeks ago

    Leeds, Leeds, United Kingdom Reward Recruitment Full time

    Job Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a critical role in supporting our financial planning team by preparing financial plans, suitability reports, and letters.Key Responsibilities:Financial Planning: Prepare comprehensive financial plans, suitability...

  • Paraplanning Professional

    1 day ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    Paraplanner Hybrid Working Opportunity We are seeking a skilled Paraplanner to join our team in West Yorkshire, offering a salary and package worth up to £45,000 (dependent upon experience) and opportunities for progression. This role would be ideal for a career-minded individual looking to support a rapidly growing team and contribute to the success of a...

  • Paraplanning Professional

    1 day ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    Paraplanner Hybrid Working Opportunity We are seeking a skilled Paraplanner to join our team in West Yorkshire, offering a salary and package worth up to £45,000 (dependent upon experience) and opportunities for progression. This role would be ideal for a career-minded individual looking to support a rapidly growing team and contribute to the success of a...

  • Paraplanning Trainee

    5 days ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Trainee ParaplannerJoin a highly regarded FTSE 250 Wealth Management company as a Trainee Paraplanner and take the next step in your career journey.About the RoleAs a Trainee Paraplanner, you will work alongside a highly professional Wealth Management team in North Leeds, supporting our Wealth Managers in ensuring clients' investment transactions are carried...

  • Paraplanning Trainee

    6 days ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Trainee ParaplannerJoin a highly regarded FTSE 250 Wealth Management company as a Trainee Paraplanner and take the next step in your career journey.About the RoleAs a Trainee Paraplanner, you will work alongside a highly professional Wealth Management team in North Leeds, supporting our Wealth Managers in ensuring clients' investment transactions are carried...

  • Paraplanning Professional

    24 hours ago

    Leeds, Leeds, United Kingdom CB3 Associates Ltd Full time

    Job Title: Trainee ParaplannerAbout the Role:We are seeking a highly motivated and organized Trainee Paraplanner to join our team at CB3 Associates Ltd. As a Trainee Paraplanner, you will play a crucial role in supporting our financial planners and clients in achieving their financial goals.Key Responsibilities:Prepare and maintain client files and...

  • Paraplanning Professional

    22 hours ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    Paraplanner Hybrid Working OpportunityWe are seeking a highly skilled and motivated Paraplanner to join our team in a hybrid working arrangement. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.Main Responsibilities:Collaborate with financial planners to develop and implement...