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Lime People Search & Select Ltd
Harrogate
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new produc
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new product
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new produc
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 LimitedLime 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 LtdTaylor James Professional Recruitment
Halifax
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:
Job Source: Taylor James Professional RecruitmentTaylor 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 RecruitmentIDEX Consulting Ltd
Leeds
Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technica
Job Source: IDEX Consulting LtdLeeds
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 Leeds
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Package: £26-28k base DOE + bonus and full company benefits
Benefits: 21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
Bonus: Discretionary - Paid annually
The Role: A hybrid role taking on across technical admin support and basic research/suitability report writing. Your time will be split across business processing and administrative support to 2 financial advisers, and suitability report writing/paraplanning to support the planners with advice compilation: Duties include:
Providing relevant documentation ahead of client meetings
Obtaining relevant research relating to proposed advice
Compiling suitability letters based on the advice being given
Processing new business
Responding to client queries
Maintaining client records on XPlan
Liaising with Life offices and providers
Ensuring the administrative requirements are completed for the Client Review Process
Contribute to new business development and proactively maintain a high level of client service
The Person: An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment:
Required: Administration experience in an IFA/wealth management firm
Required: Part-qualified Diploma (minimum) and studying towards
Preferred: Paraplanning & suitability report compilation experience - Although training will be given
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:
Website: www.cb3associates.co.uk
Trainee Paraplanner jobs in Leeds
ⓘ There was an unexpected error processing your request.
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