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7,213

Jobs in Leeds, United Kingdom

Hybrid Paraplanner: Client Delivery & Planning Reports

The Private Office LLP

Leeds
Hybrid
GBP 35,000 - 50,000
30+ days ago
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Paraplanner Client Delivery Leeds

The Private Office LLP

Leeds
Hybrid
GBP 35,000 - 50,000
30+ days ago

Assistant Manager - Leeds Merrion

Hays Travel Limited

Leeds
On-site
GBP 40,000 - 60,000
30+ days ago

HR Officer HR Leeds

The Private Office LLP

Leeds
On-site
GBP 30,000 - 40,000
30+ days ago

Clinical P&O Product Innovator

AM Healthcare Group

Leeds
On-site
GBP 80,000 - 100,000
30+ days ago
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Clinical Product Developer – Leeds (Hybrid)

AM Healthcare Group

Leeds
On-site
GBP 80,000 - 100,000
30+ days ago

Finance Manager, B2B Gross Margin (UKI + Amazon)

Shark Clean

Leeds
Hybrid
GBP 60,000 - 80,000
30+ days ago

Finance Manager

Shark Clean

Leeds
Hybrid
GBP 60,000 - 80,000
30+ days ago
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Settlements & Reconciliation Specialist

AnaVation LLC

Leeds
On-site
GBP 35,000 - 45,000
30+ days ago

Tender Engineer

Transfo Services

Leeds
On-site
GBP 60,000 - 80,000
30+ days ago

Recruitment Consultant Leeds

Hays Specialist Recruitment Limited

Leeds
On-site
GBP 25,000 - 35,000
30+ days ago

Tech & Operations Legal Counsel - Flexible Working

DAZN Group

Leeds
On-site
GBP 50,000 - 70,000
30+ days ago

Legal Counsel - Technology & Operations

DAZN Group

Leeds
On-site
GBP 50,000 - 70,000
30+ days ago

Remote Executive Assistant to C-Suite Leaders

AnaVation LLC

Leeds
Hybrid
GBP 38,000 - 44,000
30+ days ago

Head of Customer Support - UK&IE

LeoVegas Group

Leeds
Hybrid
GBP 70,000 - 90,000
30+ days ago

Fashion Retail: Assistant Manager to Store Leader

Lovisa Pty Ltd

Leeds
On-site
GBP 25,000 - 35,000
30+ days ago

Business Development Manager - Leeds

DNA Payments Ltd.

Leeds
On-site
GBP 35,000 - 60,000
30+ days ago

FMCG Shift Engineer – Electrical Bias (4 on/4 off)

In Cork

Leeds
On-site
GBP 44,000
30+ days ago

Regional Talent Coach — Shape Future Olympic Rowers

British Rowing Ltd

Leeds
On-site
GBP 27,000 - 29,000
30+ days ago

Senior Transport Planner / Principal Transport Planner - Leeds/Newcastle

Tetra Tech, Inc.

Leeds
Hybrid
GBP 40,000 - 50,000
30+ days ago

Research & Innovation Manager: Translational Funding

University of Leeds

Leeds
On-site
GBP 40,000 - 60,000
30+ days ago

Senior Planner: Lead Multi-Project Construction Schedules

Balfour

Leeds
On-site
GBP 50,000 - 70,000
30+ days ago

Senior Planner

Balfour

Leeds
On-site
GBP 50,000 - 70,000
30+ days ago

Homebased Occupational Health Advisor | Travel to Leeds & Benefits

Optima Health PLC

Leeds
Hybrid
GBP 38,000 - 45,000
30+ days ago

Delivery Driver - Multi-Drop, Local Routes, Great Benefits

Minorfern Ltd

Leeds
On-site
GBP 29,000
30+ days ago

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Hybrid Paraplanner: Client Delivery & Planning Reports
The Private Office LLP
Leeds
Hybrid
GBP 35,000 - 50,000
Full time
30+ days ago

Job summary

A leading financial advisory firm in Leeds is seeking a Diploma qualified Paraplanner to join their award-winning team. This role involves analyzing clients' financial situations, providing administrative support to Advisers, and conducting thorough research. The ideal candidate will have a CII Diploma in Financial Planning and excellent report writing skills. Competitive benefits include a hybrid working model and a company pension scheme.

Benefits

True hybrid working model
Company discretionary bonus scheme
Private Healthcare
Wellbeing programme

Qualifications

  • Diploma qualified in Financial Planning.
  • Experience analyzing clients' financial circumstances and objectives.
  • Ability to produce clear and accurate recommendation reports.

Responsibilities

  • Analyze clients' circumstances and prepare recommendation reports.
  • Provide technical, administrative, and research support to Advisers.
  • Conduct whole-of-market research.
  • Liaise with Regulatory & Technical team for compliance.
  • Maintain accurate client records.

Skills

CII Diploma in Financial Planning
Report writing proficiency
Interpersonal skills
Time management skills
IT skills (MS Office)

Education

CII Diploma in Financial Planning
Job description
A leading financial advisory firm in Leeds is seeking a Diploma qualified Paraplanner to join their award-winning team. This role involves analyzing clients' financial situations, providing administrative support to Advisers, and conducting thorough research. The ideal candidate will have a CII Diploma in Financial Planning and excellent report writing skills. Competitive benefits include a hybrid working model and a company pension scheme.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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