Paraplanning Assistant

Job Title: Senior Research SpecialistAbout the RoleWe are seeking a highly skilled and experienced Research Manager to join our growing team at The Progeny Group. This is an excellent opportunity for a motivated individual to take ownership of research and due diligence, contributing significantly to our proposition and client experience.Key...

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...

Role OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports.Key ResponsibilitiesManage and update the CRM system to ensure accurate and up-to-date information.Prepare suitability reports that meet the highest standards of quality and professionalism.Salary...

Job DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team in Leeds. As a key member of our team, you will be responsible for supporting our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. You will manage and update the CRM, assist in managing...

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...

Company OverviewIntellect UK Group Limited is a leading provider of financial services, committed to delivering exceptional customer service and supporting our clients' needs. We are seeking a talented Paraplanning Support Professional to join our team in Leeds, where you will support our Independent Financial Advisors (IFAs) and Senior Paraplanners by...

An excellent opportunity to join a well-established firm of Financial Consultants who are based in Leeds. This company is directly authorised and specialise in providing advice in pensions, investments and tax planning. The firm are now in a position to appoint a new Administrator to join its established team. The role will be centered around providing...

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...

Role OverviewWe are seeking a talented Paraplanning Support Professional to join our team at Intellect UK Group Limited in Leeds. This role is ideal for someone looking to grow their career in financial services, with opportunities for professional development and a supportive team environment.In this position, you will support our Independent Financial...

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...

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...