Financial Services Paraplanner

Job OverviewBased in Wakefield, our directly authorised Financial Advisory firm provides comprehensive Financial Advice to individuals and businesses. With a focus on Investments, Pensions, Mortgages, Protection, and Estate Planning, we are seeking experienced Paraplanners to join our team.About the RoleWe require a career-focused Paraplanner with 1+ years'...

Role SummaryThis is a unique opportunity for a motivated Paraplanner to join a dynamic Financial Advisory firm based in the UK.About the JobYou will be responsible for producing high-quality financial plans and reports, conducting thorough research and analysis, and maintaining accurate records.Key Skills:Excellent communication and organizational...

Are you a highly motivated and experienced Paraplanner looking for a new challenge? Do you have a Level 4 Diploma qualification (CII preferred) and at least one year of experience working as a Paraplanner for an Independent Advisory firm?About the RoleThis is an exciting opportunity to join our team at Lime Search & Select Ltd as a Paraplanner. You will work...

At Lime Search & Select Ltd, we are currently seeking two highly skilled Paraplanners to join our team in the Wakefield area. The ideal candidates will have a Level 4 Diploma qualification (CII preferred) and at least one year of experience working as a Paraplanner for an Independent Advisory firm.Job SummaryThis role offers the perfect blend of challenge...

Job OverviewWe are a leading Financial Advisory firm based in the UK, providing expert financial advice to individuals and businesses.About the RoleThis is an exciting opportunity for a highly organized and detail-oriented Paraplanner to join our team. As a career-focused individual, you will be responsible for supporting the development of high-quality...

About UsLime Search & Select Ltd is a reputable recruitment agency providing expert solutions to the financial industry.We are currently seeking a career-focused Paraplanner to join our team in Wakefield. As a leading provider of professional services, we pride ourselves on delivering exceptional results and fostering growth opportunities for our...

Financial Planning RoleWe are seeking a highly skilled Paraplanner to join our team in Wakefield, UK.About the PositionYou will be responsible for developing high-quality financial plans for clients, conducting research and analysis, and maintaining accurate records.Requirements:Level 4 Diploma qualification (CII preferred).At least 1 year of experience in a...

Role Overview:We are seeking two experienced Paraplanners to join our existing team in Wakefield. The successful candidates will be responsible for providing high-quality support to our clients and developing their skills in Training & Competence, Compliance, or Investment Portfolio Management.About the Role:This is a fantastic opportunity for career-focused...

Company Overview">Austin Fraser is a leading recruitment agency that specializes in placing top talent in various sectors, including financial services. Our goal is to provide exceptional service to both clients and candidates, while maintaining a strong commitment to quality and excellence.">Job Requirements">To be considered for this role, you must have...

We are seeking 2 Paraplanners to join our existing team in the Wakefield area. This role is suitable for career-focused Paraplanners or those looking to develop a career in Training & Competence, Compliance, or Investment Portfolio Management. Key requirements include a Level 4 Diploma qualification (CII preferred) and 1+ years of experience in Paraplanning...

Ellis James Partners is a well-established financial planning firm with proven success in developing high-performing financial advisers. We are seeking a motivated and experienced Financial Services Administrator to join our dynamic team.This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and...

At Huntress Search Ltd, we are seeking an experienced Financial Services Administrator to join our team. As a key member of our financial services organization, you will play a vital role in supporting our financial advisers by ensuring the smooth and efficient running of client accounts.This is an excellent opportunity for an experienced administrator to...

Job DescriptionWe require an experienced Paraplanner to support our Financial Advisers in delivering high-quality financial advice to clients. The successful candidate will have excellent communication skills and be able to work effectively in a fast-paced environment.The ideal candidate will have a strong understanding of financial products and be able to...

Job DescriptionThe Controller of Financial Services is responsible for overseeing the entire financial operation, ensuring timely and accurate processing of payroll and accounting tasks. This role involves managing budgets, preparing financial reports, and maintaining compliance with regulatory requirements.Key Responsibilities:Financial Management &...

Financial Administrator RoleWe are seeking a highly organized and experienced Administrator to join our dynamic team at Ellis James Partners.This is an exciting opportunity to work in a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.Job Responsibilities:Process new client applications,...

About the RoleWe are seeking a career-focused paraplanner to join our existing paraplanning team. The ideal candidate will have 1+ years experience in a paraplanning role for an independent advisory firm, with strong knowledge of all aspects of financial advice, including pensions, investments, protection, IHT and wider tax planning.Key...

Job SummaryAs a Financial Services Manager at Card Factory, you will be responsible for overseeing the Accounts Payable team and ensuring the timely and accurate payment of supplier invoices and staff expenses. You will work closely with the management team to develop and implement process improvements and ensure that all financial transactions are...

Thrive Group is seeking an experienced Financial Services Coordinator to effectively manage customer accounts and maintain our clients' payment terms and credit limits.The Role:Maintain accurate records of customer transactions by phone, email or post.Ensure timely and efficient communication with customers through invoices, monthly statements, and overdue...

Job Overview:Austin Fraser is seeking an experienced Financial Services Team Lead to join their Independent Financial Advisory firm in the Wakefield area.

Accountant Role at E3 RecruitmentWe provide a comprehensive range of accountancy services to businesses across the UK.As an Accountant, you will be responsible for preparing financial accounts, computing corporation tax returns, and developing management accounts for clients.This role is ideal for an experienced Accountant with AAT Level 3 or higher...