A financial planning firm in Leeds seeks a Mid-Senior level professional to support tailored financial planning strategies in a full-time role. The position emphasizes client relationships, requiring experience in paraplanning and a solid understanding of financial principles. Key responsibilities include preparing reports, conducting research, and ensuring seamless investment delivery. Relevant qualifications like DipPFS are desirable. Competitive salary and benefits include holidays and enhanced pension contributions.
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Guildford, Surrey
Paraplanner – Guildford | Up to £55,000 An established and highly regarded independent financial planning firm in Guildford is looking for an…
Guildford, Surrey
Paraplanner – Guildford | Up to £55,000 An established and highly regarded independent financial planning firm in Guildford is looking for an…
North Yorkshire
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
Leeds
Our client is looking to appoint two Paraplanners to join their Leeds office, with opportunities available for both a junior and a senior-level…
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