Senior Paraplanner Specialist

Paraplanner PositionA leading firm in Leeds is seeking an experienced Paraplanner to join their team. As a Paraplanner, you will play a key role in assisting the Financial Planner in developing advice for clients, while also providing technical support and guidance.The successful candidate will have a strong understanding of the Financial Planning process...

About the CompanyAustin 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...

Leeds 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...

Job 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...

Company 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...

This 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,...

Job 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...

Job 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...

Discover 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...

Role: Financial Operations SpecialistOverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at Hays Senior Finance. The ideal candidate will have experience in finance and business partnering, with a strong understanding of financial analysis and operations.As a Financial Operations Specialist, you will be responsible for...

Paraplanner RoleThis wealth management firm needs a skilled paraplanner to assist with portfolio analysis, research work, and report writing. The ideal candidate will have Level 4 exams and be able to communicate effectively with clients and colleagues.The salary for this position is approximately £40,000 per annum, plus benefits and exam support. We offer...

Established in the field of data protection, this exceptional opportunity awaits a senior data protection specialist to join a high-end legal team handling multi-million-pound matters.This is an outstanding chance for an experienced (5+ years post qualification experience) data protection professional to take on a key strategic role and serve as a primary...

Company OverviewAt Exchange Street Claims ltd, we understand the importance of long-term thinking in the financial industry. Our business model is built on providing excellent support to our clients and employees alike. This role offers a unique opportunity to join a team that prioritizes employee growth and development.SalaryThe salary for this position is...

About the JobThis exciting opportunity exists within our team of 6 paraplanners, providing full support to Chartered Financial Planners. As a level 4 qualified paraplanner with experience, you will be responsible for delivering high-quality support services. The role offers flexibility, with a minimum of 3 days working from home available.

Our client, a top 100 national law firm, is seeking a seasoned business immigration specialist with at least 4 years of experience. This role will involve advising on various business immigration matters, including skilled worker visas, and navigating the Sponsor Management System (SMS) to request and assign Certificates of Sponsorship.This position will...

Join Our TeamWe are seeking a highly skilled Paraplanning Support Professional to join our team at Intellect UK Group Limited. 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.Key ResponsibilitiesYour responsibilities will...

About the RoleThis is an exciting opportunity to join our team as a Senior Financial Services Coordinator in Leeds. We are seeking a highly motivated individual to support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports.As a key member of our team, you will be responsible for...

A leading recruitment agency, Hays Specialist Recruitment Limited, is looking for an experienced Compliance Analyst to join their team in Leeds. The ideal candidate will have a strong background in legal compliance, with a focus on AML and KYC regulations.Responsibilities include:Conducting thorough reviews of client files to ensure compliance with relevant...

Job 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...

**Job Overview**Hays Senior Finance is seeking a Finance Business Partner Specialist to join their team in West Yorkshire.Company Overview:The successful candidate will be working with an exciting group business with various manufacturing businesses in its portfolio.Salary: £50-60K + BenefitsKey Responsibilities: Partner with regional operations teams...