Current jobs related to Paraplanning Trainee - Leeds, Leeds - Ortus PSR
-
Paraplanning Trainee
3 weeks ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob 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...
-
Paraplanning Professional
3 weeks ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeRole 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'...
-
Financial Services Assistant
3 weeks ago
Leeds, Leeds, United Kingdom St. James's Place Wealth Management Full time £23,000 - £30,000Job 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 Clarity Wealth Limited Full timeTrainee Independent Financial PlannerWe are Clarity Wealth Limited, a dynamic and forward-thinking independent financial advisory firm dedicated to helping our clients achieve their long-term financial goals.Our team is expanding, and we are seeking a highly motivated and ambitious Trainee Financial Adviser to join our Horsforth office, soon relocating to...
-
Financial Planning Specialist
4 weeks ago
Leeds, Leeds, United Kingdom Clarity Wealth Limited Full timeTrainee Independent Financial PlannerWe are Clarity Wealth Limited, a dynamic and forward-thinking independent financial advisory firm dedicated to helping our clients achieve their long-term financial goals.Our team is expanding, and we are seeking a highly motivated and ambitious Trainee Financial Adviser to join our Horsforth office, soon relocating to...
-
Financial Planning Specialist
4 weeks ago
Leeds, Leeds, United Kingdom Clarity Wealth Limited Full timeTrainee 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...
-
Financial Services Professional
2 weeks ago
Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout 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...
-
Trainee Paraplanner
2 months ago
Shadwell, City and Borough of Leeds, United Kingdom CV-Library Full timeTrainee 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...
-
Trainee Financial Adviser
5 months ago
Leeds, United Kingdom Clarity Wealth Limited Full timeThis 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...
Paraplanning Trainee
2 months ago
Are you eager to embark on a career in paraplanning and make a meaningful impact in the wealth management industry? Ortus PSR is seeking a talented Trainee Paraplanner to join our team of experienced Financial Advisers.
About the RoleAs a Trainee Paraplanner, you will have the opportunity to work closely with our Financial Advisers, assisting in the preparation of financial reports, conducting research, and supporting the development of advice documentation.
Key Responsibilities- Assist in the creation of financial reports and advice documentation.
- Conduct thorough research to support pension, investment, and estate planning.
- Aid with cashflow modelling and maintaining client records on back-office systems.
- Provide ongoing support to the Financial Adviser, with some administrative tasks as needed.
- Proficiency in Microsoft Office Suite.
- Ideal experience with systems like Quilter, Intelligent Office (iO), FinCalc, and O&M.
- Strong attention to detail and organisational skills.
- A solid understanding of financial planning concepts.
- Excellent communication and teamwork abilities.
At Ortus PSR, we offer a collaborative and supportive environment that allows our Trainee Paraplanners to grow and develop their skills. If you're passionate about financial planning and eager to make a difference, we encourage you to apply for this exciting opportunity.
