Average salary: £36,969 /yearly
More stats ...records are retained in line with the firm’s Data security / data protection / record keeping policy
Liaising with admin support, Paraplanners, and other team members as appropriate
Relevant experience, skills and knowledge
We expect an individual performing this role...
Suggested
Self employment
...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 management firm in Wakefield, that works on a national level, looking...
Suggested
Permanent employment
Work at office
Work from home
Home office
Employment trial period
Hybrid work
£35k - £40k per annum
Location: Hybrid role (1 day/week in Leeds office)
At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding team, you will be at the forefront of creating comprehensive, well-researched...
Suggested
Work at office
Hybrid work
Holiday work
Flexible hours
1 day week
£30k - £45k per annum
...Job Title: Paraplanner
Location: Leeds
Salary: £30,000 – £45,000
Reference Number: 8743
Job Description:
Recruit UK is currently offering an outstanding opportunity for a Paraplanner to join a progressive and expanding firm based in Leeds.
This...
Suggested
Full time
Work at office
Local area
£40k per annum
...Paraplanner
Wakefield
£30,000 – £40,000
Hybrid Working
Are you looking for a fresh start, working for a company who can offer hybrid working as well as career progression?
Looking for a change from administrative tasks and want to get your teeth into some more...
Suggested
Permanent employment
Home office
Hybrid work
£45k - £60k per annum
...a bespoke service to our clients within Wealth Management.
Our consultants will work with you to attract key personnel into your business.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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Suggested
Permanent employment
£35k per annum
...Career progression
Hybrid 3 days in the office per week
Mortgage Case Manager desired skills and experience
Experienced Mortgage Administrator / Mortgage Case Manager / Mortgage Paraplanner
Experience with Residential mortgage admin & buy to let case admin
Suggested
Work at office
Hybrid work
Working Monday to Friday
£30k per annum
...technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the...
Suggested
Full time
Work at office
Hybrid work
...when it is required. This is for both business submission and prepping for client meetings.
Monitor communication with external paraplanners to ensure they are made aware of our standards for the reports they write.
We are seeking an experienced IFA Administrator for this...
Suggested
Work at office
£29k - £38k per annumEstimated
...mandatory.
Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.
This job description is not exhaustive and serves only as a broad outline of the duties required. This job...
Suggested
Flexible hours
Age Partnership
Leeds
2 days ago
...reach its goals and financial well-being.
As Head of Advice, you will lead the team of Financial Advisers and the support team (paraplanners and administrators) to ensure a consistent delivery of compliant, quality, client-focused advice.
This key role will be a part in...
Suggested
Permanent employment
£30k per annum
...technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the...
Suggested
Full time
Work at office
Work from home
Home office
Hybrid work
£35k per annum
...Mortgage Case Manager desired skills and experience
Experienced Mortgage Administrator / Mortgage Case Manager / Mortgage Paraplanner
Professional and personable approach
Self-motivated & supportive member of the team
Provide exceptional customer service...
Suggested
Work at office
Hybrid work
Working Monday to Friday
£22k - £30k per annumEstimated
...a bespoke service to our clients within Wealth Management.
Our consultants will work with you to attract key personnel into your business.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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Suggested
Work at office
Holiday work
Flexible hours
CleverHR
Leeds
4 days ago
£15k per annum
...alternative to CF1. Suitability for R01 will be determined by a Skills Edge Trainer.
What to expect at the end of your apprenticeship
Scope to progress to a Level 4 Paraplanner programme with future prospects of becoming a financial adviser for a dynamic candidate....
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Apprenticeship