Paraplanner Jobs in Wakefield

Leeds, England, United Kingdom

Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline; Providing high quality technical, administrative and research support to the Advisers; Building strong...

from: jobleads.co.uk - 4 days ago

CB3 Associates Ltd - Leeds, United Kingdom

The Role: A pure paraplanning role working specifically alongside multiple high-performing financial advisers and investment managers managing significant client AUM. Duties include: What next? To apply...

from: uk.lifeworq.com - 4 days ago

Medlock Partners Ltd - Harrogate, United Kingdom

Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates... £30000 - £38000/annum

from: CV-library.co.uk (+3 sources) - 11 days ago

Lime People Search & Select Ltd - Leeds, United Kingdom

The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator... £18000 - £23000/annum £18-23k +bens +training

from: CV-library.co.uk - 19 days ago

Recruit UK | Certified B CorpTM - Huddersfield, United Kingdom

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100...

from: uk.lifeworq.com (+2 sources) - 7 days ago

Medlock Partners - Bradford, United Kingdom

• Undertake research both independently and with the financial planner to identity suitable solutions to meet clients’ needs to Communicating with providers and obtaining all plan information relevant...

from: uk.lifeworq.com (+2 sources) - 8 days ago

Lime People Search & Select Ltd - Harrogate, North Yorkshire, United Kingdom

Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within... £25000 - £35000/annum £25-35k +bens

from: CV-library.co.uk - 19 days ago

Medlock Partners - Brighouse, United Kingdom

Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. Report writing, ensuring...

from: uk.lifeworq.com (+2 sources) - 12 days ago

Recruit UK | Certified B CorpTM - Harrogate, United Kingdom

Learn more about the general tasks related to this opportunity below, as well as required skills. Salary up to £45,000 (dependent on skill set and experience) Recruit UK has partnered with a firm based...

from: uk.lifeworq.com (+1 source) - 3 days ago

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

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary... £30000 - £40000/annum £30-40k +bens

from: CV-library.co.uk - 19 days ago