Current jobs related to Paraplanning Professional - Leeds, Leeds - Reward Recruitment

  • Paraplanning Professional

    2 weeks ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    Aspire Executive Search is currently seeking an experienced Paraplanning Professional to join our team. This is an exciting opportunity for an individual to progress their career in the financial services industry.The ideal candidate will have a minimum of 2 years of experience in financial services, with a focus on paraplanning. They will be responsible for...

  • Paraplanning Professional

    2 weeks ago

    Leeds, Leeds, United Kingdom CB3 Associates Ltd Full time

    The Company: A business that is dedicated to providing exceptional financial advice and support to clients in the UK. This role offers the opportunity to join our team and contribute to the delivery of high-quality paraplanning services.Key Responsibilities:Support clients in achieving their financial goals through cashflow modelling and lifestyle...

  • Paraplanning Professional

    3 weeks ago

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

    Role OverviewWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in delivering exceptional client service.Key ResponsibilitiesTransaction processing: You will be responsible for ensuring clients'...

  • Paraplanning Professional

    3 weeks ago

    Leeds, Leeds, United Kingdom Quilter Full time

    About the RoleThis is an exciting opportunity to join the Quilter team as a Paraplanner. You will be working within a pod structure where organisation, teamwork and communication is vital.Key responsibilities:The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients.Liaison with Advisers to determine the...

  • Senior Paraplanning Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom NJR Recruitment Full time

    Job DetailsAbout Our ClientNJR Recruitment are representing a leading national firm of Financial Advisers who are seeking a talented Junior Paraplanner to join their business.BenefitsGenerous Holiday AllowanceFlexible Working HoursLife InsurancePrivate Medical CoverPension SchemeFree ParkingOngoing Professional TrainingWhat You Will DoAs a Junior...

  • Paraplanning Trainee

    4 weeks ago

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

    Job Title: Trainee ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will work alongside our experienced team of administrators and Senior Paraplanner to support our Wealth...

  • Financial Advisor

    2 weeks ago

    Leeds, Leeds, United Kingdom abrdn Full time

    About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for delivering high-quality financial planning and paraplanning services to a large portfolio of clients.Key Responsibilities:Manage a large portfolio of clients, delivering high-quality financial planning and...

  • Financial Services Professional

    2 weeks ago

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

    About the Role:As a Trainee Paraplanner, you will be working alongside a highly professional Wealth Management team in North Leeds. The successful candidate will be responsible for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation, and providing the advisers with technical information and reports.Key...

  • Financial Planning Specialist

    1 month ago

    Leeds, Leeds, United Kingdom abrdn Full time

    About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for building and maintaining strong relationships with clients to deliver high-quality financial planning and paraplanning services.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below...

  • Financial Planning Specialist

    1 month ago

    Leeds, Leeds, United Kingdom abrdn Full time

    About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for building and maintaining strong relationships with clients to deliver high-quality financial planning and paraplanning services.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below...

  • Financial Planning Specialist

    3 weeks ago

    Leeds, Leeds, United Kingdom abrdn Full time

    About the RoleWe are seeking an experienced Paraplanner or Adviser to join our team as a Financial Consultant at abrdn. This role will involve building and maintaining strong relationships with clients to deliver high-quality financial planning and paraplanning services.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below...

  • Financial Services Assistant

    4 weeks ago

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

    Job Title: Trainee ParaplannerJob Summary:We are seeking a motivated individual to join our team as a Trainee Paraplanner to work alongside our Wealth Management team in North Leeds. As a Trainee Paraplanner, you will be responsible for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation, and providing the...

  • Financial Planning Specialist

    4 weeks ago

    Leeds, Leeds, United Kingdom IDEX Consulting Full time

    Senior Financial AdvisorAre you a seasoned financial advisor looking for a new challenge? IDEX Consulting is working with a leading advisory firm to find a talented individual to join their team of experienced advisors in Leeds.The company offers a highly competitive salary between £50k and £60k, along with a market-leading benefits package that includes...

  • Financial Services Paraplanner

    3 weeks ago

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

    Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

  • Financial Planning Specialist

    7 days ago

    Leeds, Leeds, United Kingdom IDEX Consulting Full time

    **About the Role**Are you an experienced Adviser looking for a new challenge? We are working with a national Advisory firm to find a talented Desk Based Advisor to join their team in Leeds.**Key Responsibilities**Manage a large portfolio of clients, typically with AUA below £500k, maintain recurring income streams, and deliver high-quality financial...

  • Financial Services Paraplanner

    3 weeks ago

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

    Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

  • Financial Planning Specialist

    4 weeks ago

    Leeds, Leeds, United Kingdom Clarity Wealth Limited Full time

    Trainee Independent Financial PlannerWe are Clarity Wealth Limited, a dynamic independent financial advisory firm dedicated to helping our clients achieve their financial goals.Our team is expanding, and we are seeking a Trainee Financial Adviser to join our Horsforth office, soon relocating to Roundhay.You will work closely with clients, administrators, and...

  • Paraplanner

    7 days ago

    Leeds, United Kingdom enable recruitment | B Corp™ Full time

    We are thrilled to have partnered with a forward thinking independent financial advice firm who are actively looking to expand their Paraplanning team on a remote basis. Our client offers a fresh approach to traditional financial planning, with a bespoke process at the heart of what they do. With an impressive growth projection, this opportunity would be...

  • Self Employed Financial Adviser

    5 months ago

    Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...

  • Self Employed Financial Adviser

    5 months ago

    Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...

  • Financial Consultant

    6 months ago

    Leeds, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Business Assessor

    5 months ago

    Leeds, United Kingdom Openwork UK Ltd Full time

    Our Case Checkers are responsible for assessing the suitability of advice provided by 2plan Financial Advisers. This is a varied role, requiring excellent customer service skills and attention to detail. The role provides exposure to all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance and is therefore a fantastic...

  • Independent Financial Adviser

    6 months ago

    Leeds, United Kingdom TFAS Wealth Ltd Full time

    At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. We are...

  • Financial Planner

    5 months ago

    Leeds, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...

  • Paraplanner

    3 weeks ago

    Leeds, United Kingdom Quilter Full time

    About the Business Quilter Cheviot Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly...

  • Paraplanner

    3 weeks ago

    Leeds, West Yorkshire, United Kingdom Quilter Full time

    About the Business Quilter Cheviot Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly...

  • Financial Planner

    7 days ago

    Leeds, United Kingdom CV-Library Full time

    Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role (newly...

  • Financial Planning Assistant

    5 months ago

    Leeds, United Kingdom Finlink Ltd Full time

    This role is for you if you’re an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support to progress further within the business and your career. **The...

  • Trainee Financial Adviser

    6 months ago

    Leeds, United Kingdom Clarity Wealth Limited Full time

    This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. You will be involved in the whole advice process. This role is available due to consistent levels of...

  • Research Manager

    2 weeks ago

    Leeds, United Kingdom Progeny Full time

    DescriptionAs Research Manager in our growing team, your work will significantly contribute to Progeny’s proposition and client experience. You will achieve this by producing and maintaining vital research and due diligence, with two major focuses. One focus is centred on organising, chairing, and spearheading the Investment Committee, taking ownership for...

  • Trainee Paraplanner

    2 months ago

    Shadwell, City and Borough of Leeds, United Kingdom CV-Library Full time

    Trainee Paraplanner Location: North Leeds (LS17) Salary: £23,000 - £30,000 dependant on experience + benefits Hours: 9am - 5pm (Initially Office based. Potential for future hybrid working) Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity for an experienced St. James’s...

Paraplanning Professional

2 months 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 reports, and letters to support our financial planning team.
  • Cash Flow Modelling: Develop and maintain accurate cash flow models to forecast client financial situations.
  • Documentation: Prepare and collate documentation to support financial recommendations, including investments, pensions, and protection.
  • Client Support: Assist with client meetings, take notes, and follow up on actions as required.
  • Process Improvement: Identify opportunities to improve paraplanning processes, systems, and procedures to increase efficiency.

Requirements:

  • Qualifications: Hold the Diploma Level Four qualification (or close to achieving) and have a desire to achieve Chartered and/or Certified financial planner status.
  • Financial Planning Knowledge: Possess a good understanding of the financial planning process and associated compliance aspects.
  • Technical Skills: Be technically proficient across all areas of financial planning, especially pensions, and have experience with financial planning tools, financial modelling, and back office software.