Average salary: £37,405 /yearly
More statsSearch Results: 21 vacancies
£27k - £36k per annumEstimated
...provide tailored bespoke Financial Planning & Wealth Management Advice.
We are urgently seeking an experienced Diploma Qualified Paraplanner who will be responsible for the production of reports, research and technical information in respect of all financial planning...
Suggested
Apprenticeship
£35k - £40k per annum
...Exciting Opportunity: Experienced Paraplanner Wanted!
Location: Hybrid role (1 day/week in Leeds office)
About the Role:
At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding...
Suggested
Work at office
Hybrid work
Holiday work
Flexible hours
1 day week
£41k - £55k per annumEstimated
...We are working with an award winning IFA firm in Leeds on a paraplanning role.
This expanding IFA firm are looking for Paraplanners who hold their level 4 diploma and have worked within a paraplanning role for 2-4 years.
This would suit someone who is a career Paraplanner...
Suggested
Christmas work
Holiday work
Flexible hours
£33k - £44k 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 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
£43k - £57k per annumEstimated
Building cash flow models
Identifying 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'...
Suggested
£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...
Suggested
Traineeship
Flexible hours
£21k - £28k per annumEstimated
...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 products and...
Suggested
Apprenticeship
Traineeship
Immediate start
£21k - £24k per annumEstimated
...Advice across ISA’s & Investments, Family Protection, Retirement Planning & Pensions & Equity Release.
We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing assistance to the Financial Advisors of the business in terms...
Suggested
Apprenticeship
Traineeship
Work at office
Holiday work
£41k - £55k 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 client service and compliance are delivered at all times.
Key Accountabilities Include
Preparing and maintaining...
Suggested
£21k - £24k per annumEstimated
...Financial Advisory firm, providing Financial Advice to both businesses and individuals.
We are seeking an IFA Administrator / Trainee Paraplanner. liaising with the Financial Advisers to obtain information to enable case completion
writing suitability reports
presenting...
Suggested
Apprenticeship
Traineeship
£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
£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.
#J-18808-Ljbffr
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
Hybrid work
£50k - £75k per annum
...comprehensive back office support
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have...
Suggested
Self employment
Work from home
£59k - £80k per annumEstimated
...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
£38k - £51k per annumEstimated
...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...
Traineeship
£30k - £41k per annumEstimated
...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...
Work at office
£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...
Full time
Work at office
Home office
Hybrid work
£50k - £75k per annum
...comprehensive back office support
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have...
Self employment
Work from home
£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....
Apprenticeship