Employment Type : Full-Time
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 products and also writing detailed technical compliant suitability reports for clients. The main purpo...
Employment Type : Full-Time
Job role: Trainee Paraplanner Salary: 27,000( Within 12 months of being qualified this will be reviewed ) Location: Leicester Join Our Team as a Trainee Paraplanner! Are you ready to launch your career in financial services? We're looking for an ambitious Trainee Paraplanner to join our dynamic team and support our financial advisers in delivering exceptional client service as a Trainee Paraplanner. What You’ll Do: Assist with prepar...
Employment Type : Full-Time
Trainee Paraplanner (IFA Administrator) Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base. Overview : The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion,...
Employment Type : Full-Time
About Us NJR are delighted that we are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long t...
Employment Type : Full-Time
Job Title: Trainee Paraplanner Salary: 28,000 - 32,000 Location: Sheffield This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield. This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice. With the role allowing for a financial plann...
Employment Type : Full-Time
A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financial services products including ISA's and pensions Platform work including switches on Quilter/Transact/Parmenion Working 1-2-1 with one of the Directors in the business D...
Employment Type : Full-Time
This is an exciting position based in Manchester City Centre for those with keen interested in developing their career within the financial services sector. The Trainee Paraplanner will provide comprehensive support to a team of advisors who provide financial advice to their clients. You will develop by working alongside Paraplanners to provide comprehensive support to the advisory team. The successful candidate will be trained up to become a Pa...
Employment Type : Full-Time
Are you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career? NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Trainee Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and ...
Employment Type : Full-Time
An excellent opportunity to work closely alongside the director in a professional and established financial planning and wealth management firm. You will gain exposure and experience in all areas of financial planning including: Pensions, Investments, Mortgages, Life and Health Insurance, Cashflow Planning, Estate Planning, Tax and Trusts. The Role The role will evolve dependant on the successful candidate's base knowledge and experience. You wi...
Employment Type : Full-Time
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike. An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team. The successful Candidate will ...