Paraplanning Professional
1 day ago
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 Responsibilities:
- Preparing and maintaining client files and electronic records via our Intelligent Office back-office system, ensuring all information meets company and FCA requirements.
- Working collaboratively with back-office tools such as CMT, Finametrica, and PAS, ensuring all information is updated and accurate at all times, including Service Case and Workflow management.
What We Offer:
- A competitive salary of £28-30k base DOE, plus bonus and full company benefits.
- 8% non-contributory pension, 4xDIS, and PMI.
- 25 days holiday + stats.
Requirements:
- Part-way through your Diploma (CII) and holding adviser support experience.
- Ability to step into paraplanning work within the next 6-12 months.
Location:
Headingley, North Leeds, with hybrid/home working options available.
Company Culture:
Our company is a very client-centric IFA business based in North Leeds, with a strong focus on private wealth advice.
-
Paraplanning Professional
3 weeks ago
Leeds, Leeds, United Kingdom Clayton Davies Ltd Full timeOpportunity 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 timeOpportunity 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
4 hours ago
Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000Trainee 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
4 hours ago
Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000Job 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
26 minutes ago
Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000Job 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
4 hours ago
Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000Trainee 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
23 hours ago
Leeds, Leeds, United Kingdom Aspire Executive Search Full timeParaplanning 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
24 hours ago
Leeds, Leeds, United Kingdom Aspire Executive Search Full timeParaplanning 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 timeJob 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
23 hours ago
Leeds, Leeds, United Kingdom Aspire Executive Search Full timeParaplanner 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 timeParaplanner 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
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...
-
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...
-
Paraplanning Trainee
5 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeTrainee 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
5 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeTrainee 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
22 hours ago
Leeds, Leeds, United Kingdom CB3 Associates Ltd Full timeJob 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
20 hours ago
Leeds, Leeds, United Kingdom Aspire Executive Search Full timeParaplanner 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...
-
Paraplanning Professional
19 hours ago
Leeds, Leeds, United Kingdom CB3 Associates Ltd Full timeJob 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
17 hours ago
Leeds, Leeds, United Kingdom Aspire Executive Search Full timeParaplanner 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...
-
Financial Planning Assistant
3 weeks ago
Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full timeJob Summary:Taylor James Professional Recruitment is seeking a skilled Paraplanner to join our client's team in a permanent capacity. As a Paraplanner, you will play a crucial role in supporting the financial planning process and working closely with experienced advisers.Key Responsibilities:Develop and tailor high-quality suitability reports based on...