Paraplanner

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...

Paraplanner / Report Writer Wakefield £28,000 - £40,000 plus training, exam support, free parking and benefits package This is an outstanding opportunity with a top performing IFA and Wealth Management firm to join their Wakefield office as a Paraplanner / Report Writer.The successful applicant will work alongside one of the top performing Wealth...

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...

Trainee Paraplanner, West Yorkshire, Salary up to £27,000 (dependent upon experience) and excellent benefits. An element of Home working available. Are you a career minded Trainee Paraplanner looking to join a rapidly growing business and be fully supported in the next stage of your career development? Are you an IFA Administrator looking for your next...

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **The Opportunity** During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The...

Paraplanner, Wakefield £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. A strong element of hybrid working. Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well. I am delighted to be...

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'...

Trainee Paraplanner Wakefield £23,000 - £27,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based in a convenient and central location in Wakefield. Our Client is looking for a Trainee Paraplanner to join their ambitious, expanding and technically astute team. The main purpose of your role will be to prepare...

Lime Search & Select Ltd is seeking a highly motivated and skilled Paraplanner to join our team in Wakefield. As a Career-Focused Paraplanner, you will be responsible for supporting the development of investment portfolios and ensuring compliance with regulatory requirements.Job DescriptionSupport the development of investment portfoliosEnsure compliance...

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...

An exciting opportunity for a financial planning administrator / Junior Paraplanner has opened at a highly regarded IFA firm that specialise in all aspects of savings, investments and retirement planning for someone to join their Wakefield office. You will be reporting into the Business Manager and working in a a growing team of Administrators in a...

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...

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...

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...

Lime People Search & Select Ltd is seeking two skilled Paraplanners to join our team. The successful candidates will have full Level 4 Diploma qualification and 1+ years experience in a Paraplanning role for an Independent Advisory firm.The role involves providing technical support to our Financial Advisory team, dealing with all aspects of financial advice,...

We are urgently seeking two experienced Paraplanners to join our thriving Paraplanning team in Wakefield. This is a fantastic opportunity for career-focused professionals to develop their skills and knowledge in the technical aspects of financial advice.The successful candidates will have a Level 4 Diploma qualification, preferably from the CII, and at least...

This is an exciting opportunity for career-focused professionals to join our team in Wakefield as Paraplanners. We are looking for experienced individuals who can deal with all aspects of financial advice, including pensions, investments, protection, IHT, and wider tax planning.The ideal candidate will have a Level 4 Diploma qualification, preferably from...

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...

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office...

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...