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Ortus PSR
Wakefield
We are seeking a talented paraplanner to join our client's growing Paraplanning Department. Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability reports, they also offer the right candidates the opportunity to work closely with our Investment Comm
Job Source: Ortus PSROrtus PSR
Wakefield
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective. What a
Job Source: Ortus PSRFinlink Ltd
Leeds
This role is best suited for you if you are already within a financial advisory practice, and have exposure to paraplanning, but want to obtain more experience. You will either have started your journey towards attaining your level 4 diploma in financial services, or perhaps have already achieved this. For those who wish to become an adviser, you’
Job Source: Finlink LtdCB3 Associates Ltd
Wakefield
The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes - 50:50 split Package: £32-37k base DOE + bonus and full company benefits Benefits: 25 days holiday plus stats, 5%
Job Source: CB3 Associates LtdReward Recruitment
Leeds
Paraplanner Leeds c. £40,000, plus bonus and benefits Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection. As
Job Source: Reward RecruitmentReward Recruitment
Wakefield
Paraplanner Wakefield c. £35,000 subject to experience We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available. Our clients main focus is on providing a high quality financial planning service to their clients. Responsibil
Job Source: Reward RecruitmentRecruit UK
Huddersfield
Recruit UK are working on an excellent opportunity for a Paraplanner in Huddersfield to join a well-established UK Financial Advice firm. This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, speciali
Job Source: Recruit UKMedlock Partners Limited
Wakefield
Wakefield based. Hybrid working X2 Death in service Medical cashback Exam suppor Paraplanner salary up to £38,000Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. Th
Job Source: Medlock Partners LimitedHuddersfield
My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers. You will be responsible for the delivery of written advice / reports, you will provide technical support to Advisers of the firm, ensuring all recommendations are accurate and in line with the needs of the clients.
You will specifically:
Provide relevant advice and compliantly via suitability letters and reports, maintaining agreed productivity levels
Ensure all output including suitability reports meet the minimum compliance standards as set out by the company
Undertake and fully document product and fund research
Obtain up to date information from providers (valuations, withdrawals, charges, transaction histories, etc.)
Obtain forms and documentation (transfer, fund switch, tax free cash, etc.)
Set up clients/create expectations with product providers
Sourcing fund fact sheets & KIIDs
Create and issue Letters of Authority
Ensure fees, costs and charges are being collected correctly, where appropriate
Scan, package and issue reports
Accelerate completion of case work deemed urgent.
Obtain Illustrations, fund fact sheets, KIIDs documents and all related Compliance documentation
Ensure that recommendations are summarised accurately to minimise the risk of execution errors
Maintain CRM software and any document management systems
Other duties as required and requested to ensure the smooth running of the company as a whole.
We are seeking a experienced (2+ years) Diploma qualified Paraplanner (or very close to Diploma qualification with experience), with strong research and analytical skills, with a working knowledge of Financial Planning products including Life Insurance, Personal Pensions and Investments. You will have the ability to work in a small team and willingness to speak directly to clients. It would be to your advantage if you have any experience of systems such as Intelligent Office, FE Analytics or Voyant, or similar.
A great salary is offered for the role, with a good solid benefits package.
Paraplanner jobs in Huddersfield
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