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Taylor James Professional Recruitment
Huddersfield
Our client based near to Huddersfield are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators who are keen to gain exposure within paraplanning. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners
Job Source: Taylor James Professional RecruitmentLime People Search & Select Ltd
Leeds
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in
Job Source: Lime People Search & Select LtdBurgh Recruitment Limited
Leeds
Paraplanner Location - Leeds (West Park) LS16 Salary - £23,000 - £30,000 + Bonus (Dependent upon experience) Hours - Full time, In Office We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. You may have recently started Paraplanning or be a graduate looking for the next step in your career. Ou
Job Source: Burgh Recruitment LimitedReward 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 RecruitmentOrtus 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 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 RecruitmentRecruit Wealth Ltd
Huddersfield
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly creat
Job Source: Recruit Wealth LtdElland
Trainee Paraplanner
Elland
£23,000 - £28,000
Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator to join the team with a view to moving into paraplanning
Working out of their offices based near Huddersfield, you will be supporting the Wealth Managers in preparing client financial plans and be involved throughout the process
What’s in it for you?
23 days + bank holidays increasing with service
Private Medical Cover
Pension
Income Protection
Death in Service
Free parking
Responsibilities will include:
Processing new business
Dealing with Letters of Authority
Obtaining valuations and illustrations
Creating meeting packs
Helping with the technical information and presentations
Liaison with clients, providers and consultants to obtain required information
Conducting research
Suitability Report writing
The successful candidate will need to have previous experience working within Financial Planning - preferably within an Independent Financial Services environment but those with any pensions, investment or mortgage processing experience will also be considered.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact NJR Recruitment quoting REF NJR14893
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Email Alert for Trainee Paraplanner jobs in Elland
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