Job DescriptionParaplanner - Wakefield - up to £37,500Reporting to:Paraplanning SupervisorPurpose of the Role: Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports. Complete annual suitability review letters for...

Job DescriptionHours:35 hours per week (flexible working options)Salary:£38,000 - £45,000 (depending on experience)About the RoleI'm workinga well-established, independent financial planning firm with a strong reputation for client-focused advice. Theirbusiness is built for long-term...

Paraplanner Annual Salary: £30,000 - £45,000 (negotiable based on experience)Location: YorkJob Type: Full-time We are seeking a dedicated Financial Paraplanner who thrives in a supportive team environment and is committed to providing exceptional financial advice and solutions to our...

Paraplanner York c. £38,000 - £45,000, plus bonus and benefits Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters.Cash flow modelling and forecasting.Prepare and collate documentation to support the recommendation and justify the provider and product...

You’re not asking for the earth.   But you’re level 4 qualified and ready to be an adviser. You’re fed up of false promises, glass ceilings and waiting around. The best way to learn is to do, but no one is giving you the chance. They are now.  This business buys clients from its...

IFA Administrator York £25,000 to £32,000 We are working closely with a well-established Wealth Management firm specialising in providing holistic financial services to their well established client bank. Due to continued growth, they are now looking to recruit an experienced Financial Planning...