Paraplanner
4 weeks ago
Job Description Salary: Dependent on experience Location: Horsforth, Leeds based Head Office but hybrid working available.
Role: Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.
This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients.
Working as part of a fast paced, friendly team, you will prepare written advice and provide technical support to a team of Independent Financial Advisers.
This is a key role within our business, and we are looking for an efficient and focused individual who prides themselves on attention to detail, is highly organised and works to standards in line with our client values.
The role will include but is not limited to: Analysing a client's objectives and circumstances to identify holistic financial planning needs and opportunities.
You'll work collaboratively with Advisers to get the best outcome for our clients.
Undertaking high quality technical research and administrative tasks to support to our team of Advisers.
Bespoke fund and portfolio research on clients' existing portfolios.
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Ledston, United Kingdom Intellect Uk Group Limited Full timeLocation:Onsite only - Leeds You could be just the right applicant for this job Read all associated information and make sure to apply.Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and...
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Ledston, United Kingdom Intellect Uk Group Limited Full timeLocation:Onsite only - Leeds Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent...
