Paraplanner Jobs in Leeds

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Paraplanner  

Switch Recruitment - Leeds, West Yorkshire

Our client, a well established and leading IFA, currently requires a Paraplanner to join their growing team. - Previous experience of working as Paraplanner (or equivalent) within a professional IFA practice - Holding or progressing towards Diploma in... Paraplanner Work careers Leeds... 24000.00

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from: reed.co.uk - 5 days ago

Paraplanners  

Advance Search & Selection Ltd - Leeds, West Yorkshire

Build close relationships with clients, becoming a key contact for them. Accurate written work and excellent communication skills are essential. Carry out research into investments and products. Produce clear, accurate and compliant suitability reports... Paraplanner careers Leeds... 24000.00

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from: reed.co.uk - 6 days ago

Paraplanner  

Idex Consulting - Leeds, West Yorkshire, Yorkshire

*Work closely with the paraplanning and financial planning teams to ensure all client communications are fully compliant, accurate and issued to meet Client Servicing Standards *Liaise with the administration support team to ensure all client meeting... Trainee Paraplanner in Leeds... Permanent... £28000 - £32000 per annum

from: totaljobs.com - 15 days ago

Experienced Paraplanner  

MB Fitzgerald - Leeds, West Yorkshire

You will be assisting an Adviser that specialises in providing financial planning advice to a portfolio of UHNW private clients, the majority of these clients are; footballer's, cricketer's, rugby player's and jockey's. Package will be to £35,000+Excellent... Financial Paraplanner... 27000.00

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from: reed.co.uk - Yesterday

Paraplanner  

Advance Search & Selection Ltd - Leeds, West Yorkshire

Build close relationships with clients, becoming a key contact for them. Accurate written work and excellent communication skills are essential. Prepare all information, reports and notes for client meetings. Experience in all areas of advice with particular... Paraplanner jobs from Home... 28000.00

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from: reed.co.uk - 8 days ago

Paraplanner  

Alexander Lloyd - Compliance & Financial Services - Leeds, West Yorkshire, Yorkshire

* Handling existing client queries wherever possible for the Client Advisers * Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved * Adhoc projects and tasks as and when necessary In return for your hard work... Paraplanner jobs in Kent... Permanent... £35000 per annum

from: totaljobs.com - 15 days ago

Paraplanner  

Alexander Lloyd - Compliance & Financial Services - Leeds, West Yorkshire, Yorkshire

- Obtain data on in-house and 3rd party products (e.g. price quotations, terms, illustrations and conditions on insurance and pension products). Prepare initial analysis of products and recommendations for client presentations. - Deal with client and... Paraplanner jobs South West... Permanent... £27000 - £42000 per annum

from: totaljobs.com - 20 days ago

Technical Paraplanner  

Independent Appointments (UK) Ltd - Leeds, West Yorkshire

You will have dealt with HNW Individuals and be comfortable communicating and providing advice to clients via the telephone and occasionally face to face. To apply for this role you will ideally hold a minimum of the CII Diploma (or equivalent) and you... Paraplanner Salary... 25000.00

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from: reed.co.uk - 12 days ago

Qualified Paraplanner  

Cameron James - Leeds, West Yorkshire

Our Client provide a range of expert, integrated wealth management and employee benefits consultancy services for individuals, families, charities and trusts, business owners and employers. You will compile draft net worth statements, income and expenditure...

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from: reed.co.uk - 12 days ago

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Paraplanner / Compliance Paraplanner  

Bluetownonline Ltd - Leeds

The company is a National Independent Financial Adviser firm based in Leeds city centre. We are seeking to appoint a diploma qualified Paraplanner to join the existing team working from the Head Office in Leeds. Salary: Circa £25,000 - £30,000 depending... Permanent, Full Time... From £25,000 to £30,000 per year

from: scotcareers.co.uk (+1 source) - 13 days ago


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