Average salary: £46,125 /yearly
More stats£27k - £36k per annumEstimated
...My client, based in the Financial Center of Leeds, are an Independent Wealth Management... ...seeking an experienced Diploma Qualified Paraplanner who will be responsible for the production... ...Assist in the production of client portfolio reviews.
Provide response to client technical...
Suggested
Apprenticeship
Lime Search & Select Ltd
Leeds
2 days ago
£21k - £28k per annumEstimated
...My client is a leading Financial Advisory firm based in the Centre of Leeds, providing individuals... ...Release. We are seeking a Trainee Paraplanner to join an existing Office based team of... ...main responsibilities will include:
Reviewing and understanding existing scheme information...
Suggested
Apprenticeship
Traineeship
Work at office
Holiday work
£32k - £40k per annum
...Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious... ...existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and...
Suggested
Work at office
Holiday work
Flexible hours
£41k - £56k per annumEstimated
...Our growing client is looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring... ...Preparing and maintaining client files and client reviews
Building cash flow models
Preparing recommendations...
Suggested
£35k - £40k per annum
...Exciting Opportunity: Experienced Paraplanner Wanted!
Location: Hybrid role (1 day/week in Leeds office)
About the Role:
At... ...delivering top-notch financial advice and recommendations to our clients. As part of our expanding team, you will be at the forefront of...
Suggested
Work at office
Hybrid work
Holiday work
Flexible hours
1 day week
£33k - £45k per annumEstimated
...Looking to join a team with a track record of promoting their paraplanners?
Passionate about joining a team with a collaborative and dynamic... ...of continued growth.
Their integrated approach provides clients with a structured yet adaptable financial plan, meaning they...
Suggested
Permanent employment
Work at office
Work from home
Home office
Employment trial period
Hybrid work
£41k - £55k per annumEstimated
...paraplanning role.
This expanding IFA firm are looking for Paraplanners who hold their level 4 diploma and have worked within a paraplanning... ...Your role will include but not be limited to:
Analysing clients circumstances, portfolios and objectives and preparing appropriate...
Suggested
Christmas work
Holiday work
Flexible hours
IDEX Consulting
Leeds
2 days ago
£32k - £40k per annum
...Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes - 4... ...existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and...
Suggested
Work at office
Holiday work
Flexible hours
£33k - £44k per annumEstimated
About this Apprenticeship
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...
Suggested
Apprenticeship
Traineeship
£42k - £57k per annumEstimated
...of-market research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients' existing portfolios, quantifying and analysing those clients' existing investments
Liaising with the regulatory and technical team...
Suggested
Christmas work
Holiday work
Flexible hours
£38k - £52k per annumEstimated
...areas for planning
Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need
Preparing information/comparisons for analysis by Planner
Liaising with client's legal and tax advisors (if applicable)...
Suggested
£21k - £28k per annumEstimated
My client is a leading Financial Advisory firm based in the Centre of Leeds, providing individuals and businesses throughout the UK with... ...& Pensions & Equity Release.
We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing...
Suggested
Apprenticeship
Traineeship
Work at office
Holiday work
£34k - £46k per annumEstimated
...We are recruiting on behalf of our client for a Peer Review Editor to join the Journals Editorial office team. The role involves providing expert and guidance to all stakeholders on best practice and publication ethics. In addition, you will use your expertise to configure...
Suggested
Work at office
Remote job
1 day week
£31k - £41k per annumEstimated
...We are working with an award winning IFA firm in Leeds on a Trainee Paraplanner/Paraplanner role.
My client is looking for someone who can hit ground rounding in their busy firm. They take pride in working with you on a training programme to get you where you strive to be...
Suggested
Traineeship
Flexible hours
IDEX Consulting
Leeds
2 days ago
£30k - £45k per annum
...Job Title: Paraplanner
Location: Leeds
Salary: £30,000 – £45,000
Reference Number: 8743
Job Description:
Recruit... ...Financial Advisers, offering technical support in addressing their clients’ financial needs. They will excel in delivering exceptional...
Suggested
Full time
Work at office
Local area
£45k - £60k per annum
...join the team.
Full paraplanning and client support services provided.
Key Responsibilities... ...related Company bonus and salary review
~5% Employer pension contribution
~ Access... ...Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals...
Permanent employment
£50k per annum
...Corporate Travel Leaders in the industry ⭐️
Company Overview: Our Client are a leading corporate travel company dedicated to providing... ...nurtured for long-term success.
Conduct regular performance reviews and provide coaching and mentoring to team members.
Identify opportunities...
Permanent employment
Work at office
Hybrid work
£38k - £51k per annumEstimated
...we're committed to delivering experiences that will delight our clients.
At the forefront of the Digital Era, our global team is rapidly... ...Your daily tasks will include:
Preparation and review of statutory annual accounts, reconciliations, external returns and...
Work at office
Remote job
Hybrid work
£29k - £39k per annumEstimated
...Now, as we continue to expand, we are actively seeking a dynamic Client Accounting - Manager to join us.
To excel in this role, you should... ...and Personal Tax would be advantageous
Preparation and review of statutory annual accounts, reconciliations, external returns and...
Work at office
Remote job
Hybrid work
£58k - £78k per annumEstimated
...marketing and the personal drive to go the extra mile to exceed client expectations, you will join a focused and dedicated team committed... ...and facilitating cross / up-sells
- Attend and lead quarterly review meetings
- Management and mentoring of junior team members who...
Permanent employment
£21k - £23k per annumEstimated
...About The Role
Hippo is recruiting for a Client Operations Co-ordinator to join our growing team and support our Business Development... ...updates to the client and internal teams
Supporting in the account review process for client, collating progress information to be shared...
Contract work
For contractors
Relocation package
Work at office
Hybrid work
Holiday work
Flexible hours
Hippo Digital Limited
Leeds
4 days ago
£33k - £44k per annumEstimated
...Could you be our new Senior Client Manager?
At DJH, our people are our biggest asset. And no matter how much we grow, looking after... ...complex assignments with the support of the wider Accounts team.
Reviewing processes and implementing more efficient ways of service...
Hybrid work
Flexible hours
DJH Mitten Clarke Group
Leeds
1 day ago
£43k - £59k per annumEstimated
...services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that...
Holiday work
£50k per annum
...the best Corporate Travel Leaders in the industry ⭐️
Job Title: Client Manager Team Leader
Company Overview: Our Client are a... ...customer satisfaction and retention.
Conduct regular performance reviews and provide coaching and mentoring to team members.
Collaborate...
Permanent employment
Work at office
Hybrid work
£29k - £39k per annumEstimated
...JOB DESCRIPTION
About The Role
We are recruiting for a Client Operations Co-ordinator to join our growing team and support our Business... ...to the client and internal teams
Supporting in the account review process for client, collating progress information to be shared...
Contract work
For contractors
Work at office
Hybrid work
Flexible hours
£65k per annum
...The firm is recognised across the globe for its outstanding client care and high-quality lawyers.
Due to the development and expansion... ...bodies and challenging decisions made by the same via judicial review and appeals.
The role will include handling a caseload including...
Permanent employment
Work at office
City centre
Hybrid work
£50k - £66k per annumEstimated
...broaden your horizons
Our rapidly growing, award-winning Private Client Team manages the complex tax affairs of individuals, families,... ...is unlimited. We offer highly competitive starting salaries and review remuneration packages regularly to ensure that our pay always positively...
Permanent employment
Full time
For contractors
Holiday work
Flexible hours
£38k - £52k per annumEstimated
The chance to join a Legal 500 team and routinely handle HNW work
This is a fantastic opportunity for a private client solicitor to join a well-established, reputable private client team within a friendly law firm in North Yorkshire.
Our client is open to considering individuals...
Work at office
3 days week
1 day week
£23.4k - £29.25k per annum
We are a rapidly growing business, with a national presence, and want you to join us in our new site in heart of Leeds City Centre, off Albion street, where you will find a range of amenities and public transport links***
Competitive salary - £23,400 (up to £29,250 including...
Full time
Work at office
City centre
Hybrid work
Holiday work
Saturday
Working Monday to Friday
£21k - £28k per annumEstimated
To keep up with our ever-increasing volume of orders whilst providing top level service for our loyal customer base, we’re keen to expand our team.
We’re looking to recruit a full-time Customer Service Advisor to assist with a number of service channels. We encourage applicants...
Full time
Casual work
Employment trial period
Hybrid work
Shift work
Weekend work