Paraplanner Ifa Jobs in Leeds

Leeds, England, United Kingdom

We are seeking an experienced IFA Administrator for this position, someone who has been working within IFA Administration for the last 5 years or so ideally within a Financial Advisory firm, who feels...

from: jobleads.co.uk - 11 days ago

Leeds, England, United Kingdom

To research technical queries relating to corporate risk products and to be recognised as a reliable source of information. To build and maintain effective working relationships with other areas and colleagues...

from: jobleads.co.uk - 19 days ago

Lime People Search & Select Ltd - Leeds, West Yorkshire, United Kingdom

The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have... £30000 - £40000/annum £30-40k +bens

from: CV-library.co.uk - More than 30 days ago

Leeds, England, United Kingdom

Identify Continuing Professional Development (CPD) needs through self-assessment and feedback. Undertake appropriate activities to meet those needs, ensuring the maintenance and enhancement of competent...

from: jobleads.co.uk - More than 30 days ago

CB3 Associates Ltd - Wakefield, United Kingdom

The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. What next...

from: uk.lifeworq.com - 18 days ago

Harrogate, England, United Kingdom

providing feedback on new business and cases directly to the Financial Advisers to finalise cases in line with the companies regulatory procedures. We would love to hear from you! Please fill out this...

from: jobleads.co.uk - More than 30 days ago

Heat Recruitment - Ripon , North Yorkshire, UK

A Private Client Investment firm based in North Yorkshire are looking at bringing in an experienced Paraplanner / IFA Admin on a part-time basis, to support with ongoing business. If you are confident... £45000 Per Annum

from: heatrecruitment.co.uk - 2 days ago

York, Bassetlaw, England, England, United Kingdom

Experience in retail financial services with an Independent Financial Adviser (IFA). Chartered Financial Planner status preferred but not essential. Track client interactions and manage account details...

from: jobleads.co.uk - 27 days ago

Maunby Investment Management Limited - Ripon, England

Maintain Accurate Client Records: Input and maintain data on Client Relationship Management (CRM) systems. Utilise supporting systems such as Cash Calc to input data and generate bespoke client reports... £25K (Employer Est.)

from: glassdoor.com - 2 days ago