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...

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...

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...