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CB3 Associates Ltd
Leeds
The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant/Trainee Paraplanner to their Central Leeds office. A truly independent, private wealth focused financial advice firm offering an opportunity to develop into paraplanning work: Office Location: Central L
Job Source: CB3 Associates LtdTaylor James Professional Recruitment
Leeds
Our client, a prestigious and award winning firm of financial planners in Leeds are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working clo
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 LtdMedlock Partners Limited
Brighouse
Study support 23 days annual leave, rising to 28 after 2 years service Trainee Paraplanner West Yorkshire Salary up to £35,000 (Experience dependant) Exam support and Funding23 days annual leave, which increases by a day after Year 1, up to 28 days after 2 years of service. Our client is a highly progressive and buoyant Firm of Independent Fin
Job Source: Medlock Partners LimitedRecruit UK
Wakefield
Job Title: Paraplanner Industry: Financial Advice Location: Wakefield Salary: £32,000 - £38,000 Job Reference: 8986 Job Description: Looking to join a team with a track record of promoting their paraplanners? Passionate about joining a team with a collaborative and dynamic culture? Recruit UK is working with a leading Chartered wealth manageme
Job Source: Recruit UKReward 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 RecruitmentReward 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 RecruitmentCB3 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 LtdHalifax
Our client, a prestigious and award winning firm of financial planners in Halifax are looking to appoint a Trainee / Junior Paraplanner.
Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
Working closely alongside the Advisers and senior Paraplanners
Attending client meetings
Preparing suitability reports (full training provided)
Research & analysis of financial products to meet client requirements
Preparing recommendations & implementing client recommendations
The Person:
IFA administration experience (essential)
Diploma Level 4 or working towards (desirable)
Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products
In return this opportunity offers a very competitive basic salary along with an extensive benefits package
To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn
Trainee Paraplanner jobs in Halifax
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