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CB3 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 LtdLime People Search & Select Ltd
Huddersfield
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 resp
Job Source: Lime People Search & Select 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 RecruitmentFinlink 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 LtdRecruit 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 UKOrtus 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 PSRGCB Recruitment
Leeds
Due to continued success, our clients, an independent practice in West Yorkshire, are looking to recruit a Paraplanner to join their team in the Leeds area. This is a diverse role working within a great team and will see the successful individual be offered a generous salary plus a range of benefits. The successful Paraplanner will be offered: £35,
Job Source: GCB 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 RecruitmentWakefield
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 are the progression routes?
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
For ‘career paraplanners’, over time, there is potential opportunity to diversify the role:
Compliance
Training & Competence
Team Management responsibilities
Investment Management (working alongside our DFM arm)
50/50 hybrid arrangement over a two-week rota; during a 2 week period you can work from home for 5 days.
Paraplanner Salary up to £38,000
Benefits, Death in Service, Medical back plan and access to Private Medical, Study support package including exams and study leave paid for, Bonus scheme. Holiday is 21 days + Bank Holiday and Christmas off as well as the opportunity to buy and sell holiday
Job Responsibilities:
Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner.
Assist Paraplanning Supervisor & Investment Committee with maintaining centrally held research for the firm's Central Investment Proposition.
Maintain accurate information within the firm's Client Management System.
Act as a 'point of contact' within the office for nominated Financial Planners.
Preparing and maintaining client files and preparing compliant suitability reports.
Conducting research on client specific projects.
Requirements:
Experience in Paraplanning with particular experience in Suitability report writing for Investments and Pensions
Diploma Qualified or close to completion via CII, LIBF or equivalent
High understanding of financial planning topics/practices
Ability to produce professional financial suitability letters
If you would like to join our small, forward-thinking, dynamic and hard-working paraplanning team, we would love to hear from you. This role offers an annual salary of up to £38,000.
Paraplanner jobs in Wakefield
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