Paraplanning Specialist

1 day ago


Horsforth, Leeds, United Kingdom Bartlett Group Full time
Company Overview

Bartlett Group is a leading insurance broker and financial adviser, established in 1940. We pride ourselves on having a client-first culture and supportive working environment. Our private clients include families we have worked with for generations, and we are committed to creating meaningful and enjoyable careers for our colleagues across the UK.

Benefits
  • Competitive salary (£32,500 per annum)
  • Enhanced pension contributions (5% employee, 7% employer)
  • Private healthcare
  • Income protection
  • Wellbeing allowance
  • 25 days annual leave + bank holidays

We are proud to support vulnerable young people across the UK and abroad by giving 8% of our profits to grassroots organisations. If you are a motivated and experienced Financial Planner looking for a new challenge, we would love to hear from you.



  • Horsforth, Leeds, United Kingdom Bartlett Group Full time

    Job Title:Financial Planning SpecialistAbout the Role:Bartlett Group is seeking an experienced Paraplanning professional to provide financial plans and independent advice to clients.Your Key Responsibilities:Analyse client objectives and circumstances to identify holistic financial planning needs and opportunities.Undertake high-quality technical research...


  • Horsforth, Leeds, United Kingdom Bartlett Group Full time

    Key ResponsibilitiesThe Senior Paraplanning Professional will be responsible for producing comprehensive and compliant recommendation reports using standardised templates and free text.You will work collaboratively with Compliance, external technical support, provider contacts, and other stakeholders to ensure that all recommendations meet the required...


  • Horsforth, Leeds, United Kingdom Bartlett Group Full time

    The Bartlett Group is seeking a highly skilled Financial Planner Specialist to join our team in Horsforth, Leeds.This role involves providing financial plans and independent advice to a wide range of existing private and corporate clients. Working closely with our team of Independent Financial Advisers, you will prepare written advice and provide technical...


  • Horsforth, Leeds, United Kingdom Bartlett Group Full time

    Financial Planning RoleWe are seeking an experienced Paraplanner to join our team at Bartlett Group, a leading insurance broker and financial adviser. As a Paraplanner, you will be responsible for preparing high-quality financial plans and independent advice for a wide range of clients.Main Responsibilities:Analyse client objectives and circumstances to...


  • Horsforth, Leeds, United Kingdom Bartlett Group Full time

    Job DescriptionThe Bartlett Group is seeking an experienced Paraplanner to join our team in Horsforth, Leeds. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients.The successful candidate will be responsible for analysing client objectives and circumstances to identify holistic...


  • Horsforth, Leeds, United Kingdom Bartlett Group Full time

    About the Role: Bartlett Group is looking for an experienced Paraplanner to join our team in Horsforth, Leeds. As a key member of our financial planning department, you will provide high-quality technical support and analysis to our Independent Financial Advisers.Job Summary:Provide comprehensive financial planning advice to private and corporate...