Paraplanner Support Specialist
2 days ago
Austin 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 Paraplanner will be responsible for:
- Drafting suitability reports under the guidance of Financial Planners.
- Collaborating closely with Financial Planners to ensure accurate and complete information.
The Paraplanner will also be involved in developing comprehensive research and report writing services.
-
Senior Paraplanner Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeAbout 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...
-
Paraplanner Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full timeLeeds 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...
-
Financial Support Assistant
2 days ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeJob 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...
-
Pensions Paraplanning Specialist
2 days ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeDiscover a Career in Pensions PlanningAre you passionate about helping people achieve their long-term financial goals? Join Exchange Street Claims ltd as a pensions paraplanning specialist and contribute to shaping the future of our clients' financial well-being. We are seeking an experienced paraplanner to provide high-quality support to our Chartered...
-
Specialist Support Professional
3 weeks ago
Leeds, Leeds, United Kingdom Beacon Support Full timeBeacon Support Ltd. is a dynamic organization dedicated to providing specialist support services. As a Specialist Support Professional, you will play a vital role in assisting Higher Education students with disabilities and mental health conditions through one-to-one support.About the Role:You will work closely with students to encourage coping strategies,...
-
Compliance Support Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Intellect UK Group Full timeJob DescriptionIn this role, you will support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality suitability reports. Your key responsibilities will include Suitability Report Preparation, Compliance and Record Maintenance, and Client Service and Support.Suitability Report Preparation:Prepare high-quality suitability...
-
Client Focused Suitability Specialist
2 days ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeJob Title: ParaplannerRole Summary:This is an excellent opportunity to join our team at Intellect UK Group Limited as a Paraplanner. The successful candidate will be responsible for providing high-quality support to our IFAs and Senior Paraplanners.Responsibilities:Preparation of suitability reports;Management of the CRM system;Collaboration with IFAs and...
-
Financial Services Specialist
1 week ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeCompany OverviewIntellect UK Group Limited is a leading provider of financial services, seeking a highly skilled Paraplanning Support Professional to join our team. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Job SummaryWe are...
-
Purchasing Support Specialist
1 day ago
Leeds, Leeds, United Kingdom Rhodar Specialist Enabling Works Full timeRhodar Specialist Enabling Works is seeking a Purchasing Support Specialist to join our team in Leeds.Salary: £25,000-£30,000 per annum.We are a market leader in the asbestos removal, demolition, and land remediation industries, offering a range of services to major corporations.As a Purchasing Support Specialist, you will provide administrative support to...
-
Pensions Administration Specialist
2 days ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeThis role is an excellent opportunity for a skilled Pensions Administrator to join Intellect UK Group Limited.The salary for this position is £30,000 (flexible) and benefits include pension, 6 weeks holiday plus bank holidays, and private medical insurance.As a Pensions Administrator, you will be responsible for preparing high-quality suitability reports,...
-
Corporate Law Support Specialist
2 days ago
Leeds, Leeds, United Kingdom Law Support Ltd Full timeLaw Support Ltd: An Exciting Opportunity for a Results-Oriented ProfessionalWe are seeking a highly skilled Corporate Law Support Specialist to join our Property team in Leeds. As a key member of the team, you will deliver high-quality secretarial support on a wide range of legal services.The successful candidate will have previous experience as a corporate...
-
Specialist Learning Support Practitioner
3 weeks ago
Leeds, Leeds, United Kingdom Send Inclusion Support Full timeJob Title: Specialist Learning Support Practitioner (Autism, Dyslexia)We are seeking a compassionate and experienced Specialist Learning Support Practitioner to work closely with a young person who requires tailored support to overcome challenges associated with Autism and Dyslexia.About Us: We are committed to providing exceptional, personalised support to...
-
Paraplanning Support Professional
2 weeks ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeAbout Our TeamAt Intellect UK Group Limited, we pride ourselves on delivering exceptional client service and innovative financial solutions. Our team of experienced professionals is dedicated to helping our clients achieve their goals and secure their financial futures.Job DescriptionWe are seeking a Paraplanning Support Professional to join our team and...
-
Administrative Assistant
2 days ago
Leeds, Leeds, United Kingdom Rhodar Specialist Enabling Works Full time £22,500Are you a highly motivated individual looking for a challenging role in administration?We are seeking an experienced Temporary Junior Administrator to join our team at Rhodar Specialist Enabling Works, based in Leeds.About the RoleThis is a temporary position initially for 6 months with potential to go permanent after this. As a Junior Administrator, you...
-
Financial Planning Professional
2 days ago
Leeds, Leeds, United Kingdom Austin Fraser Full timeOverviewAustin Fraser is a leading financial planning company that provides top-tier services encompassing wealth management, employee benefits, and retirement planning. Our team is seeking a skilled Paraplanner to support our Financial Planners in delivering comprehensive research and report writing services. About the RoleThe successful Paraplanner will...
-
Paraplanning Professional
2 days ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeJob Title: ParaplannerCompany Overview:We are seeking a skilled Paraplanner to join our team at Intellect UK Group Limited. The ideal candidate will have strong analytical and communication skills, with the ability to work independently and as part of a team.Salary:The salary for this position is £30,000 per annum, which is highly competitive for the...
-
Financial Planners Support Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeAbout UsExchange Street Claims ltd is a forward-thinking organization dedicated to providing exceptional services to our clients. We're committed to creating a positive work environment that fosters growth and success for all our employees. Job DetailsThis is an exciting opportunity for a skilled paraplanner to join our team and contribute to our mission of...
-
Disability Support Coach
3 weeks ago
Leeds, Leeds, United Kingdom Beacon Support Full timeWe are seeking an experienced professional to join our team as a Disability Support Coach. This rewarding role involves working with Higher Education students who require specialist support due to disabilities or mental health conditions.About the Job:You will provide individualized support to help students overcome challenges and achieve their academic...
-
Pensions Administration Professional
2 days ago
Leeds, Leeds, United Kingdom CV-Library Full timeJob Description:We're looking for a skilled Paraplanner to join our team in Huddersfield. As a Paraplanner, you will work closely with financial advisers to provide support in research, report writing, and preparing client recommendations. Your role will involve conducting research, preparing financial planning reports, and supporting advisers in ensuring...
-
Tutoring Specialist
3 days ago
Leeds, Leeds, United Kingdom Beacon Support Full timeSupport Students Succeed At Beacon Support Ltd., we're dedicated to providing exceptional support services to Higher Education students. As a Study Skills Facilitator, you'll play a vital role in helping students achieve their academic goals by developing effective learning strategies and building confidence in their abilities. With our...