Paraplanner: Shape Your Career in a Boutique IFA
1 week ago
A boutique IFA firm in Leeds is seeking a Paraplanner to join their small but growing team. This role offers a unique opportunity to shape as the business expands, working closely with an experienced IFA business leader. You will support in managing affluent client portfolios, engaging with high net worth families. This position fosters career development in a dynamic environment, making it perfect for those looking to grow within the financial sector.
#J-18808-Ljbffr
-
Paraplanner
1 week ago
Leeds, United Kingdom Aston Charles Ltd Full timeOverviewThis is an extremely opportune time to join this flourishing boutique IFA firm based in Leeds city centre.The business was recently set up by a well-known and high profile IFA Director, who sold their previous company to a national IFA concern. Preferring the dynamics of a smaller business, the MD is now focused on growing this new firm, and is...
-
Senior Ifa Administrator/junior Paraplanner
7 days ago
Leeds, United Kingdom Ortus Psr Full time**Senior IFA Administrator/Junior Paraplanner** **Location: Leeds** **Salary: £20,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto...
-
Developing Paraplanner
5 days ago
Leeds, United Kingdom CB3 Associates Ltd Full time**The Company**:Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure paraplanning career path short to medium term. - **Office Location**:Wortley, West...
-
Trainee/Junior Paraplanner
3 weeks ago
Leeds, United Kingdom Exchange Street Claims & Financial Services Full timeGlass ceilings might be metaphorical. But they still hurt.You're keen. Capable. Ambitious. You know where you want to take your career and so does your employer. Trouble is they're unwilling or unable to help.Bump.You won't face that at this firm.This business is one with a track record of nurturing and developing their staff. The best example of that is...
-
Ifa Report Writer
5 days ago
Leeds, United Kingdom Ortus Psr Full time**IFA Report Writer** **Location: Leeds** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support.The position will be based in...
-
Ifa Administrator
3 days ago
Leeds, United Kingdom IDEX Consulting Ltd Full timeIDEX Consulting have multiple new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays and pension scheme. You will be part of a busy team providing support a number of financial...
-
Senior Paraplanner
2 weeks ago
Leeds, United Kingdom CB3 Associates Ltd Full time**The Company**:National IFA firm based in Central Leeds who are looking to add a QCF level 4 Diploma qualified Paraplanner to their technical support team in a majority remote/home-based capacity. An expanding business providing whole of marketfinancial advice to HNW private clientele. - **Office Location**: Central Leeds - **Hybrid Working**: Yes - 1 day...
-
Paraplanner / Administrator
5 days ago
Leeds, United Kingdom Lime Search & Select Ltd Full timeMy client is a fully independent whole of market IFA firm based in the North Leeds area, providing locally based individuals, HNW clients, and businesses with sound Financial Planning services and advice.PositionWe are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are...
-
Paraplanner
1 day ago
Leeds, United Kingdom Premier Jobs UK Limited Full timeWe are seeking an experienced Paraplanner in north Leeds, to enable our client to become more efficient and improve the client journey. Both the Director and team see benefit in recruiting an individual who can play an active role in helping to shape the business and bring in new processes to improve efficiencies. This could include the introduction of...
-
Ifa Administration
7 days ago
Leeds, United Kingdom Lime People Full timeMy client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. Specifically you’ll be responsible for the following areas: Management Responsibilities Managing the office in absence of Practice Manager Supervising Administrators in daily...