4 jobs found

• Please mention Financial Planning Jobs when applying for this role • Job Title:  Paraplanner Industry:  Financial Services Location:  North Yorkshire Salary:  £40,000 Reference Number:  15373 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner position in North Yorkshire to join a leading Independent Financial Advice firm. They offer their clients a quality advice service. They are particularly focused on providing professional and impartial advice across the North East. My client is a leading Financial Advice firm. Offices in the North East. They are actively seeking a Paraplanner to work home or office-based supporting their Financial Advisers. Their paraplanners provide in-depth research and analysis and high-quality written suitability reports to support the delivery of first-class holistic financial planning. This position would suit a candidate who is Level 4...

• Please mention Financial Planning Jobs when applying for this role • Job Title:  Paraplanner Industry:   Financial Planning Location:  Cardiff Salary:  Negotiable Job Reference:  15268 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm. Our client is an established, successful Financial Planning firm who are looking to expand their back-office team and take on a Paraplanner. Due to their size and growth over the past year, they are able to take someone who is more junior and perhaps requires a bit more support and training  Your role will include but not be limited to: Processing information from client meetings Analysis of client information to produce detailed suitability reports Conducting research to find suitable options for clients Being fully compliant and meeting strict FCA regulations...

• Please mention Financial Planning Jobs when applying for this role • Trainee Financial Adviser Role:  Permanent – Full Time Role – 8.30am start Location:  Bath Office, Upper Bristol Road Salary:  Up to £28,000 dependent on experience and qualifications Non Diploma qualified £23,000 ~ Diploma qualified £25-£26,000 ~ Adv Dip qualified £28,000 Aspiring to become a  Chartered Financial Planner , advising clients on their finance?  No matter whether you are already a holder of your Diploma in Regulated Financial Planning or want to find a business where you can progress your career, Unividual are looking to hire a future adviser with a strong moral compass, bags of enthusiasm and a focus on learning and progressing themselves. Established in 2000, Unividual is a family-run business with offices in Bath and London. We have 6 financial advisers (and growing) with a total team...